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 | $186,569 | $102,604+81.8% | $86,188+116.5% | $139,434+33.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 6.16% | 1922.51%-1916.3pp | 1168.45%-1162.3pp | 372.94%-366.8pp |
| Employer contribution / active EE | $1,514 | $3,032-50.1% | $2,380-36.4% | $4,751-68.1% |
| Participant deferral / active EE | $6,123 | $4,676+30.9% | $3,985+53.6% | $6,710-8.8% |
| Admin fee / account holder | $153 | $8,657-98.2% | $6,852-97.8% | $11,403-98.7% |