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 | $174,877 | $108,919+60.6% | $100,391+74.2% | $145,922+19.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.41% | 57.88%-54.5pp | 49.20%-45.8pp | 561.29%-557.9pp |
| Employer contribution / active EE | $4,192 | $4,419-5.1% | $3,942+6.4% | $4,660-10.0% |
| Participant deferral / active EE | $3,256 | $8,445-61.4% | $8,082-59.7% | $6,688-51.3% |
| Admin fee / account holder | $250 | $9,689-97.4% | $7,899-96.8% | $13,397-98.1% |