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 | $35,765 | $124,281-71.2% | $109,143-67.2% | $167,490-78.6% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 8.34% | 26.04%-17.7pp | 25.75%-17.4pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,872 | $4,207-55.5% | $3,722-49.7% | $4,837-61.3% |
| Participant deferral / active EE | $1,810 | $5,255-65.6% | $4,653-61.1% | $6,341-71.5% |
| Admin fee / account holder | $202 | $7,970-97.5% | $6,752-97.0% | $12,309-98.4% |