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 | $158,785 | $101,069+57.1% | $81,478+94.9% | $147,584+7.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 4.05% | 32.40%-28.4pp | 38.78%-34.7pp | 578.55%-574.5pp |
| Employer contribution / active EE | $5,675 | $3,205+77.0% | $2,568+121.0% | $4,876+16.4% |
| Participant deferral / active EE | $7,094 | $4,242+67.2% | $3,537+100.6% | $5,439+30.4% |
| Admin fee / account holder | $157 | $5,812-97.3% | $4,561-96.6% | $10,885-98.6% |