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 | $70,369 | $65,409+7.6% | $98,442-28.5% | $85,850-18.0% |
| Participation rate | 88.9% | 65.0%+23.9pp | 73.3%+15.6pp | 69.3%+19.6pp |
| Annual return | 10.18% | 21.76%-11.6pp | 1492.73%-1482.5pp | 318.53%-308.4pp |
| Employer contribution / active EE | $3,125 | $2,168+44.2% | $2,960+5.6% | $2,565+21.8% |
| Participant deferral / active EE | $5,000 | $3,166+57.9% | $4,276+16.9% | $3,952+26.5% |
| Admin fee / account holder | $236 | $4,593-94.9% | $5,949-96.0% | $6,260-96.2% |