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 | $158,393 | $58,512+170.7% | $84,015+88.5% | $72,985+117.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | -1.15% | 28.93%-30.1pp | 71.31%-72.5pp | 81.00%-82.1pp |
| Employer contribution / active EE | $4,744 | $1,163+307.9% | $1,983+139.2% | $2,440+94.4% |
| Participant deferral / active EE | $5,980 | $2,394+149.8% | $3,239+84.6% | $3,607+65.8% |
| Admin fee / account holder | $260 | $4,569-94.3% | $6,101-95.7% | $5,124-94.9% |