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 | $28,146 | $89,355-68.5% | $141,162-80.1% | $72,985-61.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 8.91% | 111.85%-102.9pp | 71.39%-62.5pp | 81.00%-72.1pp |
| Employer contribution / active EE | $4,380 | $3,114+40.6% | $4,735-7.5% | $2,440+79.5% |
| Participant deferral / active EE | $3,607 | $5,418-33.4% | $6,709-46.2% | $3,6070% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |