See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,780 | $217,402-50.4% | $185,823-42.0% | $167,490-35.7% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 5.80% | 148.36%-142.6pp | 122.05%-116.2pp | 478.56%-472.8pp |
| Employer contribution / active EE | $1,477 | $5,873-74.8% | $5,167-71.4% | $4,837-69.5% |
| Participant deferral / active EE | $5,270 | $6,356-17.1% | $5,568-5.3% | $6,341-16.9% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |