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 5-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 | $19,613 | $175,202-88.8% | $149,673-86.9% | $139,434-85.9% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 4.85% | 166.71%-161.9pp | 134.42%-129.6pp | 372.94%-368.1pp |
| Employer contribution / active EE | $3,808 | $5,474-30.4% | $4,818-21.0% | $4,751-19.8% |
| Participant deferral / active EE | $5,358 | $6,519-17.8% | $5,680-5.7% | $6,710-20.1% |
| Admin fee / account holder | $212 | $16,150-98.7% | $13,210-98.4% | $11,403-98.1% |