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 | $194,860 | $104,907+85.7% | $84,611+130.3% | $152,861+27.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 3.45% | 373.79%-370.3pp | 258.74%-255.3pp | 345.32%-341.9pp |
| Employer contribution / active EE | $4,412 | $3,302+33.6% | $2,652+66.4% | $4,762-7.4% |
| Participant deferral / active EE | $5,329 | $4,688+13.7% | $3,899+36.7% | $5,850-8.9% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |