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 | $45,192 | $105,998-57.4% | $92,233-51.0% | $147,584-69.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 3.90% | 50.05%-46.1pp | 176.28%-172.4pp | 578.55%-574.6pp |
| Employer contribution / active EE | $10,159 | $4,333+134.4% | $3,679+176.1% | $4,876+108.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | -$1,406 | $6,332-122.2% | $5,194-127.1% | $10,885-112.9% |