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 | $241,085 | $175,202+37.6% | $149,673+61.1% | $139,434+72.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 10.08% | 166.71%-156.6pp | 134.42%-124.3pp | 372.94%-362.9pp |
| Employer contribution / active EE | $9,914 | $5,474+81.1% | $4,818+105.8% | $4,751+108.7% |
| Participant deferral / active EE | $7,138 | $6,519+9.5% | $5,680+25.7% | $6,710+6.4% |
| Admin fee / account holder | $64 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |