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 | $62,277 | $48,046+29.6% | $84,611-26.4% | $72,985-14.7% |
| Participation rate | 97.1% | 57.6%+39.5pp | 68.2%+28.8pp | 69.5%+27.6pp |
| Annual return | 6.53% | 37.38%-30.9pp | 258.74%-252.2pp | 81.00%-74.5pp |
| Employer contribution / active EE | $2,137 | $1,602+33.4% | $2,652-19.4% | $2,440-12.4% |
| Participant deferral / active EE | $2,519 | $2,680-6.0% | $3,899-35.4% | $3,607-30.2% |
| Admin fee / account holder | $143 | $3,395-95.8% | $4,912-97.1% | $5,124-97.2% |