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 | $36,072 | $105,998-66.0% | $92,233-60.9% | $147,584-75.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 2.63% | 50.05%-47.4pp | 176.28%-173.6pp | 578.55%-575.9pp |
| Employer contribution / active EE | $9,511 | $4,333+119.5% | $3,679+158.5% | $4,876+95.0% |
| Participant deferral / active EE | $7,035 | $4,478+57.1% | $3,897+80.5% | $5,439+29.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |