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 | $186,941 | $107,334+74.2% | $92,893+101.2% | $152,861+22.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.61% | 145.58%-136.0pp | 109.41%-99.8pp | 345.32%-335.7pp |
| Employer contribution / active EE | $10,002 | $4,221+137.0% | $3,653+173.8% | $4,762+110.0% |
| Participant deferral / active EE | $7,702 | $4,845+59.0% | $4,236+81.8% | $5,850+31.6% |
| Admin fee / account holder | $150 | $7,079-97.9% | $5,794-97.4% | $11,596-98.7% |