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 | $208,126 | $61,774+236.9% | $97,226+114.1% | $80,856+157.4% |
| Participation rate | 79.3% | 63.5%+15.8pp | 72.7%+6.6pp | 67.6%+11.7pp |
| Annual return | 9.63% | -557.90%+567.5pp | 75.13%-65.5pp | 35.59%-26.0pp |
| Employer contribution / active EE | $3,677 | $1,837+100.2% | $2,729+34.7% | $2,755+33.5% |
| Participant deferral / active EE | $8,466 | $3,029+179.5% | $4,264+98.6% | $4,296+97.1% |
| Admin fee / account holder | $23 | $5,166-99.6% | $5,654-99.6% | $6,918-99.7% |