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 | $113,358 | $154,228-26.5% | $145,433-22.1% | $137,256-17.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.77% | 74.59%-67.8pp | 66.58%-59.8pp | 220.34%-213.6pp |
| Employer contribution / active EE | $4,338 | $4,804-9.7% | $4,554-4.8% | $4,156+4.4% |
| Participant deferral / active EE | $14,481 | $8,216+76.2% | $7,897+83.4% | $6,407+126.0% |
| Admin fee / account holder | $152 | $14,344-98.9% | $13,129-98.8% | $12,270-98.8% |