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 3-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 | $25,791 | $175,202-85.3% | $149,673-82.8% | $139,434-81.5% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 10.62% | 166.71%-156.1pp | 134.42%-123.8pp | 372.94%-362.3pp |
| Employer contribution / active EE | $2,530 | $5,474-53.8% | $4,818-47.5% | $4,751-46.7% |
| Participant deferral / active EE | $3,354 | $6,519-48.5% | $5,680-41.0% | $6,710-50.0% |
| Admin fee / account holder | $216 | $16,150-98.7% | $13,210-98.4% | $11,403-98.1% |