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 | $192,638 | $99,921+92.8% | $85,009+126.6% | $145,959+32.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.97% | 83.89%-75.9pp | 66.47%-58.5pp | 561.95%-554.0pp |
| Employer contribution / active EE | $2,867 | $3,233-11.3% | $2,728+5.1% | $4,661-38.5% |
| Participant deferral / active EE | $10,000 | $5,293+88.9% | $4,522+121.2% | $6,689+49.5% |
| Admin fee / account holder | $88 | $7,252-98.8% | $6,153-98.6% | $13,398-99.3% |