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 | $140,750 | $92,985+51.4% | $153,485-8.3% | $80,856+74.1% |
| Participation rate | 93.5% | 69.0%+24.6pp | 77.1%+16.5pp | 67.6%+25.9pp |
| Annual return | 10.23% | 19.95%-9.7pp | 15.65%-5.4pp | 35.59%-25.4pp |
| Employer contribution / active EE | $6,852 | $3,507+95.4% | $5,039+36.0% | $2,755+148.7% |
| Participant deferral / active EE | $6,508 | $5,178+25.7% | $6,757-3.7% | $4,296+51.5% |
| Admin fee / account holder | $280 | $8,880-96.8% | $12,724-97.8% | $6,918-96.0% |