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 | $68,895 | $63,355+8.7% | $91,989-25.1% | $72,985-5.6% |
| Participation rate | 92.9% | 72.5%+20.3pp | 78.6%+14.2pp | 69.5%+23.4pp |
| Annual return | 16.13% | 35.35%-19.2pp | 69.02%-52.9pp | 81.00%-64.9pp |
| Employer contribution / active EE | $2,550 | $2,116+20.5% | $3,452-26.1% | $2,440+4.5% |
| Participant deferral / active EE | $5,008 | $4,883+2.6% | $5,923-15.4% | $3,607+38.8% |
| Admin fee / account holder | $204 | $4,668-95.6% | $7,743-97.4% | $5,124-96.0% |