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 | $129,717 | $217,402-40.3% | $185,823-30.2% | $167,490-22.6% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 7.63% | 148.36%-140.7pp | 122.05%-114.4pp | 478.56%-470.9pp |
| Employer contribution / active EE | $1,448 | $5,873-75.3% | $5,167-72.0% | $4,837-70.1% |
| Participant deferral / active EE | $6,801 | $6,356+7.0% | $5,568+22.1% | $6,341+7.2% |
| Admin fee / account holder | $25 | $19,811-99.9% | $16,237-99.8% | $12,309-99.8% |