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 | $105,830 | $78,422+34.9% | $95,952+10.3% | $79,858+32.5% |
| Participation rate | 96.7% | 73.5%+23.2pp | 77.1%+19.6pp | 69.6%+27.0pp |
| Annual return | 9.55% | 19.37%-9.8pp | 91.61%-82.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $12,985 | $1,945+567.6% | $2,541+411.0% | $2,471+425.6% |
| Participant deferral / active EE | $8,740 | $3,440+154.1% | $4,167+109.7% | $3,740+133.7% |
| Admin fee / account holder | $277 | $5,622-95.1% | $6,795-95.9% | $5,306-94.8% |