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 | $58,558 | $81,632-28.3% | $70,449-16.9% | $158,922-63.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 2.05% | 208.40%-206.4pp | 109.03%-107.0pp | 302.83%-300.8pp |
| Employer contribution / active EE | $9,002 | $3,217+179.8% | $2,737+229.0% | $4,761+89.1% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $99 | $6,193-98.4% | $3,845-97.4% | $11,246-99.1% |