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 | $125,829 | $181,894-30.8% | $156,549-19.6% | $273,961-54.1% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 0.97% | 30.74%-29.8pp | 32.23%-31.3pp | 41.45%-40.5pp |
| Employer contribution / active EE | $1,470 | $6,248-76.5% | $5,501-73.3% | $4,869-69.8% |
| Participant deferral / active EE | $6,526 | $5,550+17.6% | $4,871+34.0% | $5,287+23.4% |
| Admin fee / account holder | $141 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |