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 | $90,721 | $107,334-15.5% | $92,893-2.3% | $152,861-40.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.34% | 145.58%-141.2pp | 109.41%-105.1pp | 345.32%-341.0pp |
| Employer contribution / active EE | $4,851 | $4,221+14.9% | $3,653+32.8% | $4,762+1.9% |
| Participant deferral / active EE | $17,742 | $4,845+266.2% | $4,236+318.8% | $5,850+203.3% |
| Admin fee / account holder | $244 | $7,079-96.6% | $5,794-95.8% | $11,596-97.9% |