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 | $215,178 | $100,773+113.5% | $88,946+141.9% | $142,382+51.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 0.28% | 70.18%-69.9pp | 57.82%-57.5pp | 217.08%-216.8pp |
| Employer contribution / active EE | $2,109 | $2,918-27.7% | $2,555-17.5% | $4,299-51.0% |
| Participant deferral / active EE | $2,229 | $5,230-57.4% | $4,581-51.3% | $6,507-65.7% |
| Admin fee / account holder | $27 | $9,693-99.7% | $8,261-99.7% | $12,624-99.8% |