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 | $105,434 | $135,952-22.4% | $123,892-14.9% | $273,961-61.5% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 2.50% | 56.63%-54.1pp | 47.52%-45.0pp | 41.45%-39.0pp |
| Employer contribution / active EE | $6,664 | $5,170+28.9% | $4,617+44.3% | $4,869+36.9% |
| Participant deferral / active EE | $8,136 | $6,343+28.3% | $5,984+36.0% | $5,287+53.9% |
| Admin fee / account holder | $263 | $9,817-97.3% | $8,357-96.9% | $10,132-97.4% |