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 | $207,769 | $102,616+102.5% | $81,983+153.4% | $158,922+30.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 3.22% | 61.04%-57.8pp | 41.31%-38.1pp | 302.83%-299.6pp |
| Employer contribution / active EE | $2,353 | $3,240-27.4% | $2,498-5.8% | $4,761-50.6% |
| Participant deferral / active EE | $6,963 | $4,648+49.8% | $3,722+87.1% | $5,982+16.4% |
| Admin fee / account holder | $151 | $8,235-98.2% | $5,664-97.3% | $11,246-98.7% |