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 | $214,590 | $63,355+238.7% | $91,989+133.3% | $72,985+194.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 18.46% | 35.35%-16.9pp | 69.02%-50.6pp | 81.00%-62.5pp |
| Employer contribution / active EE | $5,205 | $2,116+146.0% | $3,452+50.8% | $2,440+113.3% |
| Participant deferral / active EE | $3,862 | $4,883-20.9% | $5,923-34.8% | $3,607+7.1% |
| Admin fee / account holder | $120 | $4,668-97.4% | $7,743-98.4% | $5,124-97.7% |