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 | $216,550 | $127,777+69.5% | $106,548+103.2% | $167,490+29.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 4.78% | 33.87%-29.1pp | 26.80%-22.0pp | 478.56%-473.8pp |
| Employer contribution / active EE | $2,591 | $3,427-24.4% | $2,819-8.1% | $4,837-46.4% |
| Participant deferral / active EE | $7,441 | $5,087+46.3% | $4,398+69.2% | $6,341+17.3% |
| Admin fee / account holder | $38 | $11,228-99.7% | $7,407-99.5% | $12,309-99.7% |