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 | $229,760 | $117,841+95.0% | $102,423+124.3% | $145,922+57.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 3.25% | 31.65%-28.4pp | 29.32%-26.1pp | 561.29%-558.0pp |
| Employer contribution / active EE | $1,991 | $3,615-44.9% | $3,023-34.2% | $4,660-57.3% |
| Participant deferral / active EE | $22,407 | $5,731+291.0% | $5,053+343.4% | $6,688+235.0% |
| Admin fee / account holder | $170 | $13,326-98.7% | $9,451-98.2% | $13,397-98.7% |