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 | $44,051 | $102,966-57.2% | $90,281-51.2% | $152,861-71.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 8.56% | 95.16%-86.6pp | 78.10%-69.5pp | 345.32%-336.8pp |
| Employer contribution / active EE | $5,490 | $3,139+74.9% | $2,854+92.3% | $4,762+15.3% |
| Participant deferral / active EE | $9,841 | $4,281+129.9% | $3,885+153.3% | $5,850+68.2% |
| Admin fee / account holder | $24 | $6,171-99.6% | $5,351-99.6% | $11,596-99.8% |