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 | $106,062 | $99,020+7.1% | $86,590+22.5% | $147,584-28.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.10% | 1312.34%-1305.2pp | 964.84%-957.7pp | 578.55%-571.4pp |
| Employer contribution / active EE | $5,651 | $3,132+80.4% | $2,839+99.0% | $4,876+15.9% |
| Participant deferral / active EE | $6,912 | $3,972+74.0% | $3,609+91.6% | $5,439+27.1% |
| Admin fee / account holder | $13 | $5,710-99.8% | $4,906-99.7% | $10,885-99.9% |