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 | $114,148 | $67,606+68.8% | $82,313+38.7% | $70,131+62.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 3.52% | 21.57%-18.1pp | 25.88%-22.4pp | 73.14%-69.6pp |
| Employer contribution / active EE | $7,882 | $1,755+349.2% | $2,428+224.6% | $2,342+236.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $56 | $4,512-98.8% | $5,608-99.0% | $4,645-98.8% |