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 | $154,474 | $148,534+4.0% | $135,903+13.7% | $139,434+10.8% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 5.00% | 79.19%-74.2pp | 68.23%-63.2pp | 372.94%-367.9pp |
| Employer contribution / active EE | $3,901 | $5,243-25.6% | $4,856-19.7% | $4,751-17.9% |
| Participant deferral / active EE | $11,976 | $8,100+47.8% | $7,758+54.4% | $6,710+78.5% |
| Admin fee / account holder | $224 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |