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 | $35,781 | $107,334-66.7% | $92,893-61.5% | $152,861-76.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 8.00% | 145.58%-137.6pp | 109.41%-101.4pp | 345.32%-337.3pp |
| Employer contribution / active EE | $8,370 | $4,221+98.3% | $3,653+129.1% | $4,762+75.8% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $297 | $7,079-95.8% | $5,794-94.9% | $11,596-97.4% |