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 | $192,132 | $136,307+41.0% | $106,619+80.2% | $273,961-29.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 1.00% | 11.05%-10.1pp | 9.42%-8.4pp | 41.45%-40.5pp |
| Employer contribution / active EE | $9,480 | $5,190+82.7% | $3,947+140.2% | $4,869+94.7% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $50 | $8,625-99.4% | $6,418-99.2% | $10,132-99.5% |