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 | $215,183 | $110,809+94.2% | $86,874+147.7% | $167,490+28.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 71.6%+8.4pp | 82.1%-2.1pp |
| Annual return | 7.35% | 116.98%-109.6pp | 63.52%-56.2pp | 478.56%-471.2pp |
| Employer contribution / active EE | $1,847 | $3,244-43.1% | $2,495-26.0% | $4,837-61.8% |
| Participant deferral / active EE | $3,447 | $4,546-24.2% | $3,699-6.8% | $6,341-45.6% |
| Admin fee / account holder | $229 | $8,415-97.3% | $5,828-96.1% | $12,309-98.1% |