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 | $66,990 | $107,334-37.6% | $92,893-27.9% | $152,861-56.2% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.4%+12.6pp |
| Annual return | 3.43% | 145.58%-142.1pp | 109.41%-106.0pp | 345.32%-341.9pp |
| Employer contribution / active EE | $4,322 | $4,221+2.4% | $3,653+18.3% | $4,762-9.2% |
| Participant deferral / active EE | $6,231 | $4,845+28.6% | $4,236+47.1% | $5,850+6.5% |
| Admin fee / account holder | $63 | $7,079-99.1% | $5,794-98.9% | $11,596-99.5% |