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 | $135,683 | $76,367+77.7% | $93,606+45.0% | $72,985+85.9% |
| Participation rate | 71.9% | 71.7%+0.1pp | 75.8%-4.0pp | 69.5%+2.4pp |
| Annual return | 6.10% | 25.82%-19.7pp | 32.76%-26.7pp | 81.00%-74.9pp |
| Employer contribution / active EE | $1,291 | $2,275-43.2% | $2,718-52.5% | $2,440-47.1% |
| Participant deferral / active EE | $3,234 | $3,538-8.6% | $4,069-20.5% | $3,607-10.3% |
| Admin fee / account holder | $113 | $6,838-98.3% | $7,888-98.6% | $5,124-97.8% |