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 | $104,390 | $157,256-33.6% | $141,162-26.0% | $152,861-31.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.57% | 64.32%-49.8pp | 71.39%-56.8pp | 345.32%-330.7pp |
| Employer contribution / active EE | $1,915 | $5,261-63.6% | $4,735-59.6% | $4,762-59.8% |
| Participant deferral / active EE | $8,600 | $7,109+21.0% | $6,709+28.2% | $5,850+47.0% |
| Admin fee / account holder | $178 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |