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 | $36,082 | $172,111-79.0% | $150,298-76.0% | $137,256-73.7% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 3.94% | 69.37%-65.4pp | 62.79%-58.8pp | 220.34%-216.4pp |
| Employer contribution / active EE | $2,943 | $4,636-36.5% | $4,154-29.2% | $4,156-29.2% |
| Participant deferral / active EE | $7,082 | $6,166+14.9% | $5,453+29.9% | $6,407+10.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |