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 | $167,369 | $77,899+114.9% | $149,673+11.8% | $75,163+122.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.06% | 31.72%-20.7pp | 134.42%-123.4pp | 160.62%-149.6pp |
| Employer contribution / active EE | $2,982 | $3,137-4.9% | $4,818-38.1% | $2,670+11.7% |
| Participant deferral / active EE | $5,530 | $3,411+62.1% | $5,680-2.6% | $4,125+34.1% |
| Admin fee / account holder | $53 | $5,956-99.1% | $13,210-99.6% | $5,651-99.1% |