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 | $150,700 | $138,347+8.9% | $184,203-18.2% | $80,856+86.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.30% | 20.02%-9.7pp | 28.81%-18.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $3,428 | $4,850-29.3% | $6,427-46.7% | $2,755+24.4% |
| Participant deferral / active EE | $4,617 | $7,071-34.7% | $9,131-49.4% | $4,296+7.5% |
| Admin fee / account holder | $168 | $10,483-98.4% | $13,901-98.8% | $6,918-97.6% |