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 | $55,083 | $157,256-65.0% | $141,162-61.0% | $152,861-64.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 3.71% | 64.32%-60.6pp | 71.39%-67.7pp | 345.32%-341.6pp |
| Employer contribution / active EE | $5,823 | $5,261+10.7% | $4,735+23.0% | $4,762+22.3% |
| Participant deferral / active EE | $7,546 | $7,109+6.1% | $6,709+12.5% | $5,850+29.0% |
| Admin fee / account holder | $205 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |