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 | $223,217 | $90,503+146.6% | $78,689+183.7% | $273,961-18.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.12% | 75.60%-75.7pp | 62.18%-62.3pp | 41.45%-41.6pp |
| Employer contribution / active EE | $19,409 | $3,176+511.1% | $2,851+580.9% | $4,869+298.6% |
| Participant deferral / active EE | $13,823 | $3,901+254.3% | $3,517+293.0% | $5,287+161.4% |
| Admin fee / account holder | $11 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |