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 | $206,052 | $72,177+185.5% | $115,037+79.1% | $59,632+245.5% |
| Participation rate | 84.4% | 72.6%+11.8pp | 81.4%+3.0pp | 68.7%+15.7pp |
| Annual return | -2.92% | 12.02%-14.9pp | 26.14%-29.1pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $5,740 | $2,841+102.0% | $4,608+24.6% | $2,203+160.6% |
| Participant deferral / active EE | $10,093 | $4,783+111.0% | $6,026+67.5% | $3,192+216.2% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |