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 | $75,450 | $48,795+54.6% | $65,493+15.2% | $84,808-11.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.46% | 20.20%-8.7pp | 982.45%-971.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,703 | $1,930+40.1% | $2,574+5.0% | $2,631+2.7% |
| Participant deferral / active EE | $4,888 | $2,928+66.9% | $3,961+23.4% | $4,212+16.1% |
| Admin fee / account holder | $45 | $3,877-98.9% | $5,028-99.1% | $7,344-99.4% |