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 | $155,013 | $106,515+45.5% | $96,683+60.3% | $139,434+11.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.52% | 38.43%-31.9pp | 35.69%-29.2pp | 372.94%-366.4pp |
| Employer contribution / active EE | $19,339 | $4,103+371.3% | $3,737+417.5% | $4,751+307.1% |
| Participant deferral / active EE | $14,497 | $5,454+165.8% | $4,878+197.2% | $6,710+116.0% |
| Admin fee / account holder | $15 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |