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 | $226,586 | $48,046+371.6% | $84,611+167.8% | $72,985+210.5% |
| Participation rate | 85.2% | 57.6%+27.6pp | 68.2%+17.0pp | 69.5%+15.7pp |
| Annual return | 3.76% | 37.38%-33.6pp | 258.74%-255.0pp | 81.00%-77.2pp |
| Employer contribution / active EE | $1,269 | $1,602-20.8% | $2,652-52.2% | $2,440-48.0% |
| Participant deferral / active EE | $11,225 | $2,680+318.8% | $3,899+187.9% | $3,607+211.2% |
| Admin fee / account holder | $10 | $3,395-99.7% | $4,912-99.8% | $5,124-99.8% |