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 | $112,145 | $159,901-29.9% | $146,958-23.7% | $145,922-23.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.55% | 98.13%-89.6pp | 418.34%-409.8pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,711 | $5,286-67.6% | $4,933-65.3% | $4,660-63.3% |
| Participant deferral / active EE | $9,182 | $8,428+8.9% | $8,070+13.8% | $6,688+37.3% |
| Admin fee / account holder | $168 | $15,044-98.9% | $12,998-98.7% | $13,397-98.7% |