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 | $124,994 | $107,334+16.5% | $92,893+34.6% | $152,861-18.2% |
| Participation rate | 95.2% | 79.8%+15.5pp | 76.0%+19.2pp | 82.4%+12.8pp |
| Annual return | 6.16% | 145.58%-139.4pp | 109.41%-103.3pp | 345.32%-339.2pp |
| Employer contribution / active EE | $8,472 | $4,221+100.7% | $3,653+131.9% | $4,762+77.9% |
| Participant deferral / active EE | $5,538 | $4,845+14.3% | $4,236+30.7% | $5,850-5.3% |
| Admin fee / account holder | $27 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |