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 | $124,975 | $89,355+39.9% | $141,162-11.5% | $72,985+71.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 12.12% | 111.85%-99.7pp | 71.39%-59.3pp | 81.00%-68.9pp |
| Employer contribution / active EE | $4,219 | $3,114+35.5% | $4,735-10.9% | $2,440+72.9% |
| Participant deferral / active EE | $6,994 | $5,418+29.1% | $6,709+4.3% | $3,607+93.9% |
| Admin fee / account holder | $289 | $5,958-95.1% | $10,261-97.2% | $5,124-94.4% |