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 | $118,623 | $77,419+53.2% | $69,455+70.8% | $152,861-22.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 1.37% | 39.06%-37.7pp | 28.97%-27.6pp | 345.32%-343.9pp |
| Employer contribution / active EE | $6,152 | $3,315+85.6% | $2,779+121.4% | $4,762+29.2% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |