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 | $208,445 | $52,279+298.7% | $89,391+133.2% | $79,858+161.0% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 2.44% | 22.16%-19.7pp | 245.62%-243.2pp | 31.71%-29.3pp |
| Employer contribution / active EE | $5,366 | $1,572+241.5% | $2,586+107.5% | $2,471+117.2% |
| Participant deferral / active EE | $7,418 | $2,740+170.7% | $3,890+90.7% | $3,740+98.3% |
| Admin fee / account holder | $142 | $3,356-95.8% | $4,881-97.1% | $5,306-97.3% |