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 | $213,712 | $89,355+139.2% | $141,162+51.4% | $72,985+192.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.23% | 111.85%-94.6pp | 71.39%-54.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $4,128 | $3,114+32.5% | $4,735-12.8% | $2,440+69.2% |
| Participant deferral / active EE | $9,667 | $5,418+78.4% | $6,709+44.1% | $3,607+168.0% |
| Admin fee / account holder | $19 | $5,958-99.7% | $10,261-99.8% | $5,124-99.6% |