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 | $61,537 | $148,534-58.6% | $135,903-54.7% | $139,434-55.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.86% | 79.19%-75.3pp | 68.23%-64.4pp | 372.94%-369.1pp |
| Employer contribution / active EE | $1,438 | $5,243-72.6% | $4,856-70.4% | $4,751-69.7% |
| Participant deferral / active EE | $14,314 | $8,100+76.7% | $7,758+84.5% | $6,710+113.3% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |