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 | $61,521 | $157,256-60.9% | $141,162-56.4% | $152,861-59.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.79% | 64.32%-50.5pp | 71.39%-57.6pp | 345.32%-331.5pp |
| Employer contribution / active EE | $11,843 | $5,261+125.1% | $4,735+150.1% | $4,762+148.7% |
| Participant deferral / active EE | $4,163 | $7,109-41.4% | $6,709-37.9% | $5,850-28.8% |
| Admin fee / account holder | $240 | $12,120-98.0% | $10,261-97.7% | $11,596-97.9% |