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 | $199,249 | $148,534+34.1% | $135,903+46.6% | $139,434+42.9% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 8.22% | 79.19%-71.0pp | 68.23%-60.0pp | 372.94%-364.7pp |
| Employer contribution / active EE | $1,650 | $5,243-68.5% | $4,856-66.0% | $4,751-65.3% |
| Participant deferral / active EE | $5,356 | $8,100-33.9% | $7,758-31.0% | $6,710-20.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |