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 | $77,101 | $45,035+71.2% | $62,995+22.4% | $70,131+9.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.06% | 18.76%-7.7pp | 87.57%-76.5pp | 73.14%-62.1pp |
| Employer contribution / active EE | $4,069 | $2,051+98.4% | $2,759+47.5% | $2,342+73.7% |
| Participant deferral / active EE | $4,727 | $2,465+91.8% | $3,329+42.0% | $3,332+41.9% |
| Admin fee / account holder | $291 | $2,834-89.8% | $3,600-91.9% | $4,645-93.7% |