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 | $231,305 | $65,365+253.9% | $92,893+149.0% | $72,985+216.9% |
| Participation rate | 83.7% | 68.3%+15.4pp | 76.0%+7.7pp | 69.5%+14.2pp |
| Annual return | 1.84% | 42.10%-40.3pp | 109.41%-107.6pp | 81.00%-79.2pp |
| Employer contribution / active EE | $3,780 | $2,594+45.7% | $3,653+3.5% | $2,440+54.9% |
| Participant deferral / active EE | $5,912 | $3,128+89.0% | $4,236+39.6% | $3,607+63.9% |
| Admin fee / account holder | $187 | $4,251-95.6% | $5,794-96.8% | $5,124-96.4% |