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 | $152,052 | $91,552+66.1% | $133,956+13.5% | $79,858+90.4% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | 7.77% | 61.85%-54.1pp | 45.09%-37.3pp | 31.71%-23.9pp |
| Employer contribution / active EE | $1,667 | $2,384-30.1% | $3,919-57.5% | $2,471-32.5% |
| Participant deferral / active EE | $7,787 | $3,733+108.6% | $5,048+54.3% | $3,740+108.2% |
| Admin fee / account holder | $251 | $6,321-96.0% | $8,927-97.2% | $5,306-95.3% |