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 | $113,525 | $78,422+44.8% | $95,952+18.3% | $79,858+42.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 1.39% | 19.37%-18.0pp | 91.61%-90.2pp | 31.71%-30.3pp |
| Employer contribution / active EE | $5,951 | $1,945+205.9% | $2,541+134.2% | $2,471+140.8% |
| Participant deferral / active EE | $2,560 | $3,440-25.6% | $4,167-38.6% | $3,740-31.5% |
| Admin fee / account holder | $193 | $5,622-96.6% | $6,795-97.2% | $5,306-96.4% |