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 | $98,329 | $165,335-40.5% | $149,696-34.3% | $158,922-38.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.36% | 348.15%-343.8pp | 276.60%-272.2pp | 302.83%-298.5pp |
| Employer contribution / active EE | $16,347 | $5,103+220.4% | $4,644+252.0% | $4,761+243.3% |
| Participant deferral / active EE | $8,174 | $7,181+13.8% | $6,842+19.5% | $5,982+36.6% |
| Admin fee / account holder | $94 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |