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 | $60,395 | $98,750-38.8% | $149,696-59.7% | $79,858-24.4% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.6pp |
| Annual return | 8.62% | 27.43%-18.8pp | 276.60%-268.0pp | 31.71%-23.1pp |
| Employer contribution / active EE | $2,970 | $3,216-7.7% | $4,644-36.1% | $2,471+20.2% |
| Participant deferral / active EE | $7,549 | $5,680+32.9% | $6,842+10.3% | $3,740+101.8% |
| Admin fee / account holder | $123 | $6,053-98.0% | $9,309-98.7% | $5,306-97.7% |