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 | $60,009 | $183,519-67.3% | $155,509-61.4% | $145,922-58.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.61% | 61.17%-53.6pp | 64.67%-57.1pp | 561.29%-553.7pp |
| Employer contribution / active EE | $6,386 | $5,313+20.2% | $4,672+36.7% | $4,660+37.1% |
| Participant deferral / active EE | $9,000 | $6,462+39.3% | $5,626+60.0% | $6,688+34.6% |
| Admin fee / account holder | $12 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |