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 | $216,212 | $185,822+16.4% | $169,993+27.2% | $139,434+55.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.77% | 60.50%-50.7pp | 53.37%-43.6pp | 372.94%-363.2pp |
| Employer contribution / active EE | $2,375 | $7,590-68.7% | $6,785-65.0% | $4,751-50.0% |
| Participant deferral / active EE | $7,513 | $11,622-35.4% | $10,408-27.8% | $6,710+12.0% |
| Admin fee / account holder | $93 | $15,381-99.4% | $12,815-99.3% | $11,403-99.2% |