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 | $108,744 | $85,202+27.6% | $172,739-37.0% | $72,985+49.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 13.24% | 27.32%-14.1pp | 802.84%-789.6pp | 81.00%-67.8pp |
| Employer contribution / active EE | $1,830 | $3,324-45.0% | $5,143-64.4% | $2,440-25.0% |
| Participant deferral / active EE | $7,438 | $3,260+128.1% | $5,198+43.1% | $3,607+106.2% |
| Admin fee / account holder | $133 | $5,884-97.7% | $13,954-99.0% | $5,124-97.4% |