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 | $141,291 | $100,041+41.2% | $149,718-5.6% | $70,131+101.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.99% | 27.43%-15.4pp | 1501.63%-1489.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $6,995 | $3,662+91.0% | $5,445+28.5% | $2,342+198.6% |
| Participant deferral / active EE | $9,563 | $4,983+91.9% | $6,569+45.6% | $3,332+187.0% |
| Admin fee / account holder | $265 | $8,286-96.8% | $11,283-97.7% | $4,645-94.3% |