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 | $126,906 | $59,839+112.1% | $81,983+54.8% | $79,858+58.9% |
| Participation rate | 80.8% | 61.6%+19.2pp | 69.2%+11.5pp | 69.6%+11.1pp |
| Annual return | 7.91% | 17.56%-9.6pp | 41.31%-33.4pp | 31.71%-23.8pp |
| Employer contribution / active EE | $2,252 | $1,713+31.5% | $2,498-9.8% | $2,471-8.8% |
| Participant deferral / active EE | $4,278 | $2,695+58.7% | $3,722+14.9% | $3,740+14.4% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,664-100.0% | $5,306-100.0% |