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 | $175,984 | $91,552+92.2% | $133,956+31.4% | $79,858+120.4% |
| Participation rate | 89.3% | 73.3%+15.9pp | 79.8%+9.4pp | 69.6%+19.7pp |
| Annual return | 7.29% | 61.85%-54.6pp | 45.09%-37.8pp | 31.71%-24.4pp |
| Employer contribution / active EE | $3,366 | $2,384+41.2% | $3,919-14.1% | $2,471+36.2% |
| Participant deferral / active EE | $5,548 | $3,733+48.6% | $5,048+9.9% | $3,740+48.3% |
| Admin fee / account holder | $65 | $6,321-99.0% | $8,927-99.3% | $5,306-98.8% |