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 | $98,031 | $185,822-47.2% | $169,993-42.3% | $139,434-29.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.17% | 60.50%-53.3pp | 53.37%-46.2pp | 372.94%-365.8pp |
| Employer contribution / active EE | $17,660 | $7,590+132.7% | $6,785+160.3% | $4,751+271.7% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $60 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |