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 | $242,884 | $154,228+57.5% | $145,433+67.0% | $137,256+77.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 3.27% | 74.59%-71.3pp | 66.58%-63.3pp | 220.34%-217.1pp |
| Employer contribution / active EE | $3,365 | $4,804-30.0% | $4,554-26.1% | $4,156-19.0% |
| Participant deferral / active EE | $9,494 | $8,216+15.5% | $7,897+20.2% | $6,407+48.2% |
| Admin fee / account holder | $29 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |