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 | $122,362 | $110,257+11.0% | $96,544+26.7% | $139,434-12.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 8.75% | 26.32%-17.6pp | 25.84%-17.1pp | 372.94%-364.2pp |
| Employer contribution / active EE | $2,857 | $3,620-21.1% | $2,965-3.7% | $4,751-39.9% |
| Participant deferral / active EE | $6,239 | $5,548+12.5% | $4,851+28.6% | $6,710-7.0% |
| Admin fee / account holder | $76 | $11,591-99.3% | $8,252-99.1% | $11,403-99.3% |