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 | $160,587 | $99,020+62.2% | $86,590+85.5% | $147,584+8.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.84% | 1312.34%-1305.5pp | 964.84%-958.0pp | 578.55%-571.7pp |
| Employer contribution / active EE | $3,317 | $3,132+5.9% | $2,839+16.8% | $4,876-32.0% |
| Participant deferral / active EE | $6,883 | $3,972+73.3% | $3,609+90.7% | $5,439+26.6% |
| Admin fee / account holder | $14 | $5,710-99.8% | $4,906-99.7% | $10,885-99.9% |