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 | $167,572 | $77,634+115.8% | $156,549+7.0% | $62,891+166.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.06% | 50.32%-46.3pp | 32.23%-28.2pp | 20.14%-16.1pp |
| Employer contribution / active EE | $4,450 | $3,444+29.2% | $5,501-19.1% | $2,281+95.1% |
| Participant deferral / active EE | $4,751 | $3,045+56.0% | $4,871-2.5% | $3,203+48.3% |
| Admin fee / account holder | $194 | $5,561-96.5% | $13,027-98.5% | $4,296-95.5% |