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 | $154,742 | $157,256-1.6% | $141,162+9.6% | $152,861+1.2% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 14.48% | 64.32%-49.8pp | 71.39%-56.9pp | 345.32%-330.8pp |
| Employer contribution / active EE | $1,751 | $5,261-66.7% | $4,735-63.0% | $4,762-63.2% |
| Participant deferral / active EE | $3,234 | $7,109-54.5% | $6,709-51.8% | $5,850-44.7% |
| Admin fee / account holder | $5 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |