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 | $198,964 | $133,922+48.6% | $116,228+71.2% | $142,382+39.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 9.61% | 147.76%-138.1pp | 90.06%-80.4pp | 217.08%-207.5pp |
| Employer contribution / active EE | $9,091 | $3,446+163.8% | $2,994+203.6% | $4,299+111.5% |
| Participant deferral / active EE | $10,920 | $5,672+92.5% | $4,953+120.5% | $6,507+67.8% |
| Admin fee / account holder | $179 | $14,945-98.8% | $11,989-98.5% | $12,624-98.6% |