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 | $29,040 | $165,335-82.4% | $149,696-80.6% | $158,922-81.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.73% | 348.15%-343.4pp | 276.60%-271.9pp | 302.83%-298.1pp |
| Employer contribution / active EE | $2,763 | $5,103-45.9% | $4,644-40.5% | $4,761-42.0% |
| Participant deferral / active EE | $4,096 | $7,181-43.0% | $6,842-40.1% | $5,982-31.5% |
| Admin fee / account holder | $298 | $10,807-97.2% | $9,309-96.8% | $11,246-97.4% |