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 | $168,251 | $54,762+207.2% | $90,281+86.4% | $72,985+130.5% |
| Participation rate | 77.8% | 65.1%+12.6pp | 73.3%+4.5pp | 69.5%+8.3pp |
| Annual return | 0.91% | 30.63%-29.7pp | 78.10%-77.2pp | 81.00%-80.1pp |
| Employer contribution / active EE | $1,640 | $2,092-21.6% | $2,854-42.5% | $2,440-32.8% |
| Participant deferral / active EE | $4,647 | $2,887+61.0% | $3,885+19.6% | $3,607+28.8% |
| Admin fee / account holder | $14 | $3,972-99.6% | $5,351-99.7% | $5,124-99.7% |