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 | $107,139 | $185,822-42.3% | $169,993-37.0% | $139,434-23.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.42% | 60.50%-52.1pp | 53.37%-45.0pp | 372.94%-364.5pp |
| Employer contribution / active EE | $33,336 | $7,590+339.2% | $6,785+391.3% | $4,751+601.7% |
| Participant deferral / active EE | $5,625 | $11,622-51.6% | $10,408-46.0% | $6,710-16.2% |
| Admin fee / account holder | $48 | $15,381-99.7% | $12,815-99.6% | $11,403-99.6% |