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 | $151,080 | $101,069+49.5% | $81,478+85.4% | $147,584+2.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 3.96% | 32.40%-28.4pp | 38.78%-34.8pp | 578.55%-574.6pp |
| Employer contribution / active EE | $1,024 | $3,205-68.0% | $2,568-60.1% | $4,876-79.0% |
| Participant deferral / active EE | $4,349 | $4,242+2.5% | $3,537+23.0% | $5,439-20.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |