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 | $131,213 | $183,519-28.5% | $155,509-15.6% | $145,922-10.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.19% | 61.17%-54.0pp | 64.67%-57.5pp | 561.29%-554.1pp |
| Employer contribution / active EE | $12,469 | $5,313+134.7% | $4,672+166.9% | $4,660+167.6% |
| Participant deferral / active EE | $7,914 | $6,462+22.5% | $5,626+40.7% | $6,688+18.3% |
| Admin fee / account holder | $258 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |