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 | $51,953 | $217,402-76.1% | $185,823-72.0% | $167,490-69.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.42% | 148.36%-142.9pp | 122.05%-116.6pp | 478.56%-473.1pp |
| Employer contribution / active EE | $2,544 | $5,873-56.7% | $5,167-50.8% | $4,837-47.4% |
| Participant deferral / active EE | $7,200 | $6,356+13.3% | $5,568+29.3% | $6,341+13.5% |
| Admin fee / account holder | $69 | $19,811-99.7% | $16,237-99.6% | $12,309-99.4% |