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 | $50,007 | $157,256-68.2% | $141,162-64.6% | $152,861-67.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.22% | 64.32%-53.1pp | 71.39%-60.2pp | 345.32%-334.1pp |
| Employer contribution / active EE | $13,354 | $5,261+153.8% | $4,735+182.0% | $4,762+180.4% |
| Participant deferral / active EE | $6,997 | $7,109-1.6% | $6,709+4.3% | $5,850+19.6% |
| Admin fee / account holder | $135 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |