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 | $46,292 | $154,228-70.0% | $145,433-68.2% | $137,256-66.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.12% | 74.59%-70.5pp | 66.58%-62.5pp | 220.34%-216.2pp |
| Employer contribution / active EE | $2,861 | $4,804-40.4% | $4,554-37.2% | $4,156-31.2% |
| Participant deferral / active EE | $2,635 | $8,216-67.9% | $7,897-66.6% | $6,407-58.9% |
| Admin fee / account holder | $184 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |