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 | $171,384 | $157,256+9.0% | $141,162+21.4% | $152,861+12.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.80% | 64.32%-51.5pp | 71.39%-58.6pp | 345.32%-332.5pp |
| Employer contribution / active EE | $1,478 | $5,261-71.9% | $4,735-68.8% | $4,762-69.0% |
| Participant deferral / active EE | $4,120 | $7,109-42.0% | $6,709-38.6% | $5,850-29.6% |
| Admin fee / account holder | $273 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |