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 | $129,813 | $61,156+112.3% | $185,823-30.1% | $79,386+63.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 11.63% | 19.45%-7.8pp | 122.05%-110.4pp | 116.85%-105.2pp |
| Employer contribution / active EE | $1,999 | $2,321-13.8% | $5,167-61.3% | $2,427-17.6% |
| Participant deferral / active EE | $2,037 | $2,789-26.9% | $5,568-63.4% | $4,046-49.6% |
| Admin fee / account holder | $264 | $710-62.8% | $16,237-98.4% | $626-57.9% |