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 | $183,011 | $79,944+128.9% | $98,439+85.9% | $75,163+143.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | -2.54% | 19.75%-22.3pp | 21.16%-23.7pp | 160.62%-163.2pp |
| Employer contribution / active EE | $777 | $2,264-65.7% | $3,048-74.5% | $2,670-70.9% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $199 | $6,840-97.1% | $8,948-97.8% | $5,651-96.5% |