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 | $240,709 | $76,367+215.2% | $93,606+157.2% | $72,985+229.8% |
| Participation rate | 92.3% | 71.7%+20.6pp | 75.8%+16.5pp | 69.5%+22.8pp |
| Annual return | 13.57% | 25.82%-12.2pp | 32.76%-19.2pp | 81.00%-67.4pp |
| Employer contribution / active EE | $10,414 | $2,275+357.7% | $2,718+283.2% | $2,440+326.8% |
| Participant deferral / active EE | $5,565 | $3,538+57.3% | $4,069+36.8% | $3,607+54.3% |
| Admin fee / account holder | $156 | $6,838-97.7% | $7,888-98.0% | $5,124-97.0% |