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 | $46,396 | $77,419-40.1% | $69,455-33.2% | $152,861-69.6% |
| 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 | $5,859 | $3,315+76.7% | $2,779+110.8% | $4,762+23.0% |
| Participant deferral / active EE | $2,347 | $4,414-46.8% | $3,535-33.6% | $5,850-59.9% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |