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 | $138,810 | $99,652+39.3% | $78,778+76.2% | $147,584-5.9% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.2%+21.7pp | 82.8%+8.1pp |
| Annual return | 6.97% | 47.28%-40.3pp | 35.62%-28.6pp | 578.55%-571.6pp |
| Employer contribution / active EE | $1,793 | $2,796-35.9% | $1,986-9.7% | $4,876-63.2% |
| Participant deferral / active EE | $5,905 | $3,664+61.2% | $2,958+99.6% | $5,439+8.6% |
| Admin fee / account holder | $2 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |