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 | $96,501 | $214,378-55.0% | $200,582-51.9% | $142,382-32.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 3.45% | 46.41%-43.0pp | 42.33%-38.9pp | 217.08%-213.6pp |
| Employer contribution / active EE | $15,911 | $6,841+132.6% | $6,419+147.9% | $4,299+270.1% |
| Participant deferral / active EE | $6,861 | $9,865-30.5% | $9,331-26.5% | $6,507+5.4% |
| Admin fee / account holder | $240 | $17,692-98.6% | $16,305-98.5% | $12,624-98.1% |