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 | $74,725 | $93,346-19.9% | $71,796+4.1% | $273,961-72.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -10.00% | 130.39%-140.4pp | 78.04%-88.0pp | 41.45%-51.5pp |
| Employer contribution / active EE | $23,849 | $2,733+772.5% | $1,924+1139.3% | $4,869+389.9% |
| Participant deferral / active EE | $7,028 | $3,475+102.2% | $2,794+151.5% | $5,287+32.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |