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 | $109,457 | $183,963-40.5% | $162,163-32.5% | $152,861-28.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 10.20% | 150.76%-140.6pp | 115.59%-105.4pp | 345.32%-335.1pp |
| Employer contribution / active EE | $15,223 | $6,371+139.0% | $5,614+171.2% | $4,762+219.7% |
| Participant deferral / active EE | $10,167 | $8,034+26.5% | $7,298+39.3% | $5,850+73.8% |
| Admin fee / account holder | $140 | $13,121-98.9% | $10,843-98.7% | $11,596-98.8% |