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 | $68,078 | $53,127+28.1% | $86,590-21.4% | $70,131-2.9% |
| Participation rate | 89.2% | 65.3%+23.9pp | 73.5%+15.6pp | 69.5%+19.6pp |
| Annual return | 10.41% | 27.66%-17.3pp | 964.84%-954.4pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,664 | $2,068-19.5% | $2,839-41.4% | $2,342-28.9% |
| Participant deferral / active EE | $3,579 | $2,696+32.8% | $3,609-0.8% | $3,332+7.4% |
| Admin fee / account holder | $255 | $3,585-92.9% | $4,906-94.8% | $4,645-94.5% |