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 | $60,925 | $183,592-66.8% | $155,567-60.8% | $145,959-58.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.35% | 61.24%-52.9pp | 64.74%-56.4pp | 561.95%-553.6pp |
| Employer contribution / active EE | $5,360 | $5,315+0.8% | $4,674+14.7% | $4,661+15.0% |
| Participant deferral / active EE | $7,806 | $6,464+20.8% | $5,628+38.7% | $6,689+16.7% |
| Admin fee / account holder | $42 | $19,318-99.8% | $15,916-99.7% | $13,398-99.7% |