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 | $184,969 | $76,407+142.1% | $150,298+23.1% | $82,448+124.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 9.66% | 39.99%-30.3pp | 62.79%-53.1pp | 41.64%-32.0pp |
| Employer contribution / active EE | $7,513 | $2,614+187.4% | $4,154+80.9% | $2,551+194.5% |
| Participant deferral / active EE | $4,690 | $3,214+45.9% | $5,453-14.0% | $4,139+13.3% |
| Admin fee / account holder | $295 | $6,352-95.4% | $14,116-97.9% | $7,234-95.9% |