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 | $43,697 | $107,334-59.3% | $92,893-53.0% | $152,861-71.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.80% | 145.58%-140.8pp | 109.41%-104.6pp | 345.32%-340.5pp |
| Employer contribution / active EE | $3,395 | $4,221-19.6% | $3,653-7.1% | $4,762-28.7% |
| Participant deferral / active EE | $1,707 | $4,845-64.8% | $4,236-59.7% | $5,850-70.8% |
| Admin fee / account holder | $188 | $7,079-97.3% | $5,794-96.8% | $11,596-98.4% |