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 | $43,970 | $209,411-79.0% | $178,490-75.4% | $158,922-72.3% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 0.26% | 188.75%-188.5pp | 151.07%-150.8pp | 302.83%-302.6pp |
| Employer contribution / active EE | $5,794 | $5,706+1.5% | $5,011+15.6% | $4,761+21.7% |
| Participant deferral / active EE | $6,761 | $5,954+13.5% | $5,202+30.0% | $5,982+13.0% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |