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 | $41,503 | $185,822-77.7% | $169,993-75.6% | $139,434-70.2% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 9.67% | 60.50%-50.8pp | 53.37%-43.7pp | 372.94%-363.3pp |
| Employer contribution / active EE | $4,587 | $7,590-39.6% | $6,785-32.4% | $4,751-3.4% |
| Participant deferral / active EE | $3,164 | $11,622-72.8% | $10,408-69.6% | $6,710-52.8% |
| Admin fee / account holder | $17 | $15,381-99.9% | $12,815-99.9% | $11,403-99.8% |