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 | $232,192 | $106,515+118.0% | $96,683+140.2% | $139,434+66.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.18% | 38.43%-32.2pp | 35.69%-29.5pp | 372.94%-366.8pp |
| Employer contribution / active EE | $9,874 | $4,103+140.7% | $3,737+164.2% | $4,751+107.8% |
| Participant deferral / active EE | $2,860 | $5,454-47.6% | $4,878-41.4% | $6,710-57.4% |
| Admin fee / account holder | $5 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |