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 7-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 | $166,178 | $74,927+121.8% | $101,794+63.2% | $84,808+95.9% |
| Participation rate | 71.9% | 61.4%+10.5pp | 69.2%+2.7pp | 68.3%+3.6pp |
| Annual return | 11.46% | 18.70%-7.2pp | 30.53%-19.1pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,122 | $1,522-26.3% | $2,289-51.0% | $2,631-57.3% |
| Participant deferral / active EE | $2,262 | $3,099-27.0% | $4,084-44.6% | $4,212-46.3% |
| Admin fee / account holder | $148 | $6,514-97.7% | $8,777-98.3% | $7,344-98.0% |