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 | $183,455 | $84,233+117.8% | $170,442+7.6% | $70,131+161.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.87% | 23.06%-11.2pp | 205.93%-194.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $4,127 | $3,387+21.8% | $5,433-24.0% | $2,342+76.2% |
| Participant deferral / active EE | $4,114 | $3,086+33.3% | $4,939-16.7% | $3,332+23.5% |
| Admin fee / account holder | $19 | $5,698-99.7% | $13,880-99.9% | $4,645-99.6% |