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 | $79,132 | $80,968-2.3% | $96,544-18.0% | $75,163+5.3% |
| Participation rate | 97.1% | 71.8%+25.3pp | 76.0%+21.1pp | 67.2%+29.9pp |
| Annual return | 11.36% | 27.06%-15.7pp | 25.84%-14.5pp | 160.62%-149.3pp |
| Employer contribution / active EE | $1,984 | $2,282-13.0% | $2,965-33.1% | $2,670-25.7% |
| Participant deferral / active EE | $3,900 | $3,928-0.7% | $4,851-19.6% | $4,125-5.5% |
| Admin fee / account holder | $282 | $6,724-95.8% | $8,252-96.6% | $5,651-95.0% |