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 | $172,966 | $56,277+207.3% | $80,975+113.6% | $62,891+175.0% |
| Participation rate | 98.0% | 69.0%+29.1pp | 75.8%+22.2pp | 69.3%+28.7pp |
| Annual return | 5.38% | 22.12%-16.7pp | 17.10%-11.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $15,976 | $1,943+722.3% | $3,714+330.1% | $2,281+600.4% |
| Participant deferral / active EE | $13,412 | $4,195+219.7% | $5,696+135.5% | $3,203+318.8% |
| Admin fee / account holder | $174 | $3,741-95.3% | $5,516-96.8% | $4,296-95.9% |