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 | $89,726 | $52,580+70.6% | $71,671+25.2% | $70,131+27.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 3.69% | 20.25%-16.6pp | 20.65%-17.0pp | 73.14%-69.5pp |
| Employer contribution / active EE | $3,576 | $1,616+121.3% | $2,460+45.4% | $2,342+52.7% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $64 | $3,653-98.3% | $5,558-98.9% | $4,645-98.6% |