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 | $235,044 | $157,256+49.5% | $141,162+66.5% | $152,861+53.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.71% | 64.32%-54.6pp | 71.39%-61.7pp | 345.32%-335.6pp |
| Employer contribution / active EE | $7,922 | $5,261+50.6% | $4,735+67.3% | $4,762+66.4% |
| Participant deferral / active EE | $7,447 | $7,109+4.8% | $6,709+11.0% | $5,850+27.3% |
| Admin fee / account holder | -$120 | $12,120-101.0% | $10,261-101.2% | $11,596-101.0% |