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 | $193,603 | $104,907+84.5% | $84,611+128.8% | $152,861+26.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 9.67% | 373.79%-364.1pp | 258.74%-249.1pp | 345.32%-335.7pp |
| Employer contribution / active EE | $4,754 | $3,302+44.0% | $2,652+79.3% | $4,762-0.2% |
| Participant deferral / active EE | $5,942 | $4,688+26.8% | $3,899+52.4% | $5,850+1.6% |
| Admin fee / account holder | $214 | $6,241-96.6% | $4,912-95.6% | $11,596-98.2% |