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 | $87,132 | $53,516+62.8% | $126,539-31.1% | $84,808+2.7% |
| Participation rate | 96.2% | 58.2%+37.9pp | 69.8%+26.3pp | 68.3%+27.8pp |
| Annual return | 11.73% | 58.34%-46.6pp | 425.95%-414.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $3,313 | $1,535+115.9% | $3,674-9.8% | $2,631+25.9% |
| Participant deferral / active EE | $4,903 | $2,671+83.6% | $4,083+20.1% | $4,212+16.4% |
| Admin fee / account holder | $96 | $4,497-97.9% | $6,065-98.4% | $7,344-98.7% |