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 | $90,910 | $65,685+38.4% | $57,179+59.0% | $273,961-66.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.23% | 21.99%-21.8pp | 14.59%-14.4pp | 41.45%-41.2pp |
| Employer contribution / active EE | $9,513 | $3,279+190.1% | $2,682+254.6% | $4,869+95.4% |
| Participant deferral / active EE | $7,993 | $3,782+111.4% | $3,096+158.2% | $5,287+51.2% |
| Admin fee / account holder | $197 | $4,835-95.9% | $3,139-93.7% | $10,132-98.1% |