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 | $103,535 | $217,402-52.4% | $185,823-44.3% | $167,490-38.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.63% | 148.36%-139.7pp | 122.05%-113.4pp | 478.56%-469.9pp |
| Employer contribution / active EE | $9,701 | $5,873+65.2% | $5,167+87.7% | $4,837+100.5% |
| Participant deferral / active EE | $6,709 | $6,356+5.6% | $5,568+20.5% | $6,341+5.8% |
| Admin fee / account holder | $34 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |