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 | $69,318 | $209,411-66.9% | $178,490-61.2% | $158,922-56.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.64% | 188.75%-183.1pp | 151.07%-145.4pp | 302.83%-297.2pp |
| Employer contribution / active EE | $1,395 | $5,706-75.5% | $5,011-72.2% | $4,761-70.7% |
| Participant deferral / active EE | $3,206 | $5,954-46.2% | $5,202-38.4% | $5,982-46.4% |
| Admin fee / account holder | $83 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |