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 | $86,762 | $165,335-47.5% | $149,696-42.0% | $158,922-45.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 1.98% | 348.15%-346.2pp | 276.60%-274.6pp | 302.83%-300.8pp |
| Employer contribution / active EE | $3,246 | $5,103-36.4% | $4,644-30.1% | $4,761-31.8% |
| Participant deferral / active EE | $8,158 | $7,181+13.6% | $6,842+19.2% | $5,982+36.4% |
| Admin fee / account holder | $161 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |