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 | $107,223 | $58,828+82.3% | $77,999+37.5% | $62,891+70.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 4.19% | 17.16%-13.0pp | 425.96%-421.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,339 | $1,672-19.9% | $2,470-45.8% | $2,281-41.3% |
| Participant deferral / active EE | $3,133 | $2,686+16.7% | $3,497-10.4% | $3,203-2.2% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |