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 | $170,695 | $89,355+91.0% | $141,162+20.9% | $72,985+133.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 6.10% | 111.85%-105.8pp | 71.39%-65.3pp | 81.00%-74.9pp |
| Employer contribution / active EE | $2,138 | $3,114-31.4% | $4,735-54.8% | $2,440-12.4% |
| Participant deferral / active EE | $7,901 | $5,418+45.8% | $6,709+17.8% | $3,607+119.0% |
| Admin fee / account holder | $130 | $5,958-97.8% | $10,261-98.7% | $5,124-97.5% |