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 | $115,590 | $183,963-37.2% | $162,163-28.7% | $152,861-24.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 4.87% | 150.76%-145.9pp | 115.59%-110.7pp | 345.32%-340.4pp |
| Employer contribution / active EE | $7,766 | $6,371+21.9% | $5,614+38.3% | $4,762+63.1% |
| Participant deferral / active EE | $16,226 | $8,034+102.0% | $7,298+122.3% | $5,850+177.4% |
| Admin fee / account holder | $266 | $13,121-98.0% | $10,843-97.5% | $11,596-97.7% |