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 | $222,062 | $91,190+143.5% | $178,490+24.4% | $79,858+178.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 1.58% | 24.19%-22.6pp | 151.07%-149.5pp | 31.71%-30.1pp |
| Employer contribution / active EE | $6,974 | $3,256+114.2% | $5,011+39.2% | $2,471+182.2% |
| Participant deferral / active EE | $5,458 | $3,236+68.7% | $5,202+4.9% | $3,740+45.9% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |