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 | $149,618 | $102,966+45.3% | $90,281+65.7% | $152,861-2.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.81% | 95.16%-89.4pp | 78.10%-72.3pp | 345.32%-339.5pp |
| Employer contribution / active EE | $3,667 | $3,139+16.8% | $2,854+28.5% | $4,762-23.0% |
| Participant deferral / active EE | $7,015 | $4,281+63.8% | $3,885+80.6% | $5,850+19.9% |
| Admin fee / account holder | $25 | $6,171-99.6% | $5,351-99.5% | $11,596-99.8% |