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 | $148,894 | $80,968+83.9% | $96,544+54.2% | $75,163+98.1% |
| Participation rate | 81.7% | 71.8%+9.9pp | 76.0%+5.7pp | 67.2%+14.5pp |
| Annual return | -5.28% | 27.06%-32.3pp | 25.84%-31.1pp | 160.62%-165.9pp |
| Employer contribution / active EE | $6,422 | $2,282+181.4% | $2,965+116.6% | $2,670+140.5% |
| Participant deferral / active EE | $9,041 | $3,928+130.2% | $4,851+86.4% | $4,125+119.2% |
| Admin fee / account holder | $142 | $6,724-97.9% | $8,252-98.3% | $5,651-97.5% |