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 | $108,794 | $63,355+71.7% | $91,989+18.3% | $72,985+49.1% |
| Participation rate | 97.9% | 72.5%+25.4pp | 78.6%+19.2pp | 69.5%+28.4pp |
| Annual return | 19.31% | 35.35%-16.0pp | 69.02%-49.7pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,654 | $2,116-21.8% | $3,452-52.1% | $2,440-32.2% |
| Participant deferral / active EE | $3,919 | $4,883-19.7% | $5,923-33.8% | $3,607+8.6% |
| Admin fee / account holder | $158 | $4,668-96.6% | $7,743-98.0% | $5,124-96.9% |