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 | $62,452 | $115,770-46.1% | $101,248-38.3% | $158,922-60.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.92% | 56.14%-49.2pp | 46.47%-39.6pp | 302.83%-295.9pp |
| Employer contribution / active EE | $11,940 | $4,175+186.0% | $3,660+226.3% | $4,761+150.8% |
| Participant deferral / active EE | $6,976 | $4,957+40.7% | $4,370+59.6% | $5,982+16.6% |
| Admin fee / account holder | $208 | $7,245-97.1% | $5,945-96.5% | $11,246-98.2% |