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 | $99,731 | $58,577+70.3% | $83,333+19.7% | $64,186+55.4% |
| Participation rate | 91.7% | 72.0%+19.6pp | 77.8%+13.9pp | 69.6%+22.1pp |
| Annual return | -10.03% | 9.65%-19.7pp | 10.63%-20.7pp | 7.63%-17.7pp |
| Employer contribution / active EE | $6,755 | $2,098+221.9% | $3,379+100.0% | $2,381+183.7% |
| Participant deferral / active EE | $4,185 | $4,654-10.1% | $5,565-24.8% | $3,470+20.6% |
| Admin fee / account holder | $162 | $9,275-98.3% | $7,510-97.8% | $4,888-96.7% |