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 | $93,652 | $84,233+11.2% | $170,442-45.1% | $70,131+33.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.65% | 23.06%-11.4pp | 205.93%-194.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $6,972 | $3,387+105.9% | $5,433+28.3% | $2,342+197.7% |
| Participant deferral / active EE | $5,935 | $3,086+92.3% | $4,939+20.1% | $3,332+78.1% |
| Admin fee / account holder | $274 | $5,698-95.2% | $13,880-98.0% | $4,645-94.1% |