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 | $206,356 | $88,707+132.6% | $74,183+178.2% | $273,961-24.7% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | -5.44% | 11.94%-17.4pp | 17.74%-23.2pp | 41.45%-46.9pp |
| Employer contribution / active EE | $10,163 | $3,159+221.7% | $2,370+328.8% | $4,869+108.7% |
| Participant deferral / active EE | $7,412 | $4,212+76.0% | $3,550+108.8% | $5,287+40.2% |
| Admin fee / account holder | $13 | $8,717-99.8% | $5,586-99.8% | $10,132-99.9% |