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 | $169,325 | $93,571+81.0% | $135,903+24.6% | $75,163+125.3% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 14.77% | 30.90%-16.1pp | 68.23%-53.5pp | 160.62%-145.8pp |
| Employer contribution / active EE | $3,448 | $3,537-2.5% | $4,856-29.0% | $2,670+29.2% |
| Participant deferral / active EE | $4,815 | $6,404-24.8% | $7,758-37.9% | $4,125+16.7% |
| Admin fee / account holder | $99 | $6,975-98.6% | $10,762-99.1% | $5,651-98.3% |