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 | $57,382 | $185,822-69.1% | $169,993-66.2% | $139,434-58.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.98% | 60.50%-52.5pp | 53.37%-45.4pp | 372.94%-365.0pp |
| Employer contribution / active EE | $5,650 | $7,590-25.6% | $6,785-16.7% | $4,751+18.9% |
| Participant deferral / active EE | $30,874 | $11,622+165.6% | $10,408+196.6% | $6,710+360.1% |
| Admin fee / account holder | $49 | $15,381-99.7% | $12,815-99.6% | $11,403-99.6% |