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 9-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 | $12,572 | $99,020-87.3% | $86,590-85.5% | $147,584-91.5% |
| Participation rate | 76.9% | 76.3%+0.6pp | 73.5%+3.4pp | 82.8%-5.9pp |
| Annual return | 3.22% | 1312.34%-1309.1pp | 964.84%-961.6pp | 578.55%-575.3pp |
| Employer contribution / active EE | $2,935 | $3,132-6.3% | $2,839+3.4% | $4,876-39.8% |
| Participant deferral / active EE | $2,577 | $3,972-35.1% | $3,609-28.6% | $5,439-52.6% |
| Admin fee / account holder | $145 | $5,710-97.5% | $4,906-97.0% | $10,885-98.7% |