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 | $130,063 | $197,591-34.2% | $177,821-26.9% | $158,922-18.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 2.24% | 58.76%-56.5pp | 48.32%-46.1pp | 302.83%-300.6pp |
| Employer contribution / active EE | $2,041 | $6,697-69.5% | $5,918-65.5% | $4,761-57.1% |
| Participant deferral / active EE | $9,738 | $8,405+15.9% | $7,714+26.2% | $5,982+62.8% |
| Admin fee / account holder | $48 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |