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 | $197,845 | $106,515+85.7% | $96,683+104.6% | $139,434+41.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.96% | 38.43%-32.5pp | 35.69%-29.7pp | 372.94%-367.0pp |
| Employer contribution / active EE | $10,508 | $4,103+156.1% | $3,737+181.2% | $4,751+121.2% |
| Participant deferral / active EE | $12,892 | $5,454+136.4% | $4,878+164.3% | $6,710+92.1% |
| Admin fee / account holder | $293 | $7,877-96.3% | $6,730-95.6% | $11,403-97.4% |