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 | $202,790 | $138,347+46.6% | $184,203+10.1% | $80,856+150.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.56% | 20.02%-9.5pp | 28.81%-18.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $9,169 | $4,850+89.0% | $6,427+42.7% | $2,755+232.8% |
| Participant deferral / active EE | $4,581 | $7,071-35.2% | $9,131-49.8% | $4,296+6.6% |
| Admin fee / account holder | $298 | $10,483-97.2% | $13,901-97.9% | $6,918-95.7% |