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 | $163,875 | $100,041+63.8% | $149,718+9.5% | $70,131+133.7% |
| Participation rate | 90.6% | 83.6%+7.0pp | 87.1%+3.6pp | 69.5%+21.1pp |
| Annual return | 2.85% | 27.43%-24.6pp | 1501.63%-1498.8pp | 73.14%-70.3pp |
| Employer contribution / active EE | $7,077 | $3,662+93.3% | $5,445+30.0% | $2,342+202.1% |
| Participant deferral / active EE | $10,716 | $4,983+115.1% | $6,569+63.1% | $3,332+221.6% |
| Admin fee / account holder | $215 | $8,286-97.4% | $11,283-98.1% | $4,645-95.4% |