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 | $72,028 | $111,754-35.5% | $103,333-30.3% | $145,922-50.6% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 4.20% | 24.77%-20.6pp | 24.88%-20.7pp | 561.29%-557.1pp |
| Employer contribution / active EE | $24,422 | $4,212+479.8% | $3,868+531.4% | $4,660+424.1% |
| Participant deferral / active EE | $12,536 | $5,619+123.1% | $5,057+147.9% | $6,688+87.4% |
| Admin fee / account holder | $286 | $9,750-97.1% | $8,355-96.6% | $13,397-97.9% |