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 | $174,210 | $96,635+80.3% | $86,612+101.1% | $139,434+24.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.52% | 106.41%-99.9pp | 591.07%-584.5pp | 372.94%-366.4pp |
| Employer contribution / active EE | $1,522 | $3,263-53.3% | $3,022-49.6% | $4,751-68.0% |
| Participant deferral / active EE | $2,199 | $4,836-54.5% | $4,438-50.5% | $6,710-67.2% |
| Admin fee / account holder | $135 | $6,408-97.9% | $5,614-97.6% | $11,403-98.8% |