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 | $164,811 | $72,012+128.9% | $185,823-11.3% | $79,858+106.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 11.47% | 23.12%-11.7pp | 35.95%-24.5pp | 31.71%-20.2pp |
| Employer contribution / active EE | $12,737 | $1,965+548.3% | $4,087+211.6% | $2,471+415.5% |
| Participant deferral / active EE | $4,978 | $3,779+31.7% | $5,632-11.6% | $3,740+33.1% |
| Admin fee / account holder | $191 | $4,513-95.8% | $9,500-98.0% | $5,306-96.4% |