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 | $153,670 | $79,944+92.2% | $98,439+56.1% | $75,163+104.4% |
| Participation rate | 73.3% | 70.4%+3.0pp | 75.2%-1.8pp | 67.2%+6.1pp |
| Annual return | 11.22% | 19.75%-8.5pp | 21.16%-9.9pp | 160.62%-149.4pp |
| Employer contribution / active EE | $7,897 | $2,264+248.8% | $3,048+159.1% | $2,670+195.8% |
| Participant deferral / active EE | $6,194 | $3,752+65.1% | $4,738+30.7% | $4,125+50.1% |
| Admin fee / account holder | $135 | $6,840-98.0% | $8,948-98.5% | $5,651-97.6% |