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 | $46,796 | $85,766-45.4% | $136,294-65.7% | $70,131-33.3% |
| Participation rate | 80.8% | 74.2%+6.6pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 6.79% | 31.45%-24.7pp | 5155.94%-5149.1pp | 73.14%-66.3pp |
| Employer contribution / active EE | $2,088 | $2,966-29.6% | $4,695-55.5% | $2,342-10.9% |
| Participant deferral / active EE | $3,531 | $5,051-30.1% | $6,247-43.5% | $3,332+6.0% |
| Admin fee / account holder | $297 | $5,420-94.5% | $9,243-96.8% | $4,645-93.6% |