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 | $181,857 | $89,355+103.5% | $141,162+28.8% | $72,985+149.2% |
| Participation rate | 77.4% | 75.1%+2.3pp | 82.5%-5.1pp | 69.5%+7.9pp |
| Annual return | 11.51% | 111.85%-100.3pp | 71.39%-59.9pp | 81.00%-69.5pp |
| Employer contribution / active EE | $2,305 | $3,114-26.0% | $4,735-51.3% | $2,440-5.5% |
| Participant deferral / active EE | $4,952 | $5,418-8.6% | $6,709-26.2% | $3,607+37.3% |
| Admin fee / account holder | $92 | $5,958-98.5% | $10,261-99.1% | $5,124-98.2% |