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 | $201,339 | $112,096+79.6% | $95,952+109.8% | $158,922+26.7% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 5.43% | 171.09%-165.7pp | 91.61%-86.2pp | 302.83%-297.4pp |
| Employer contribution / active EE | $2,858 | $3,198-10.6% | $2,541+12.5% | $4,761-40.0% |
| Participant deferral / active EE | $7,283 | $4,784+52.2% | $4,167+74.8% | $5,982+21.7% |
| Admin fee / account holder | $223 | $10,130-97.8% | $6,795-96.7% | $11,246-98.0% |