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 | $81,603 | $81,6320% | $70,449+15.8% | $158,922-48.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.61% | 208.40%-207.8pp | 109.03%-108.4pp | 302.83%-302.2pp |
| Employer contribution / active EE | $7,814 | $3,217+142.9% | $2,737+185.5% | $4,761+64.1% |
| Participant deferral / active EE | $4,019 | $4,554-11.7% | $3,709+8.4% | $5,982-32.8% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |