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 | $70,554 | $106,515-33.8% | $96,683-27.0% | $139,434-49.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.41% | 38.43%-28.0pp | 35.69%-25.3pp | 372.94%-362.5pp |
| Employer contribution / active EE | $10,659 | $4,103+159.8% | $3,737+185.2% | $4,751+124.4% |
| Participant deferral / active EE | $4,118 | $5,454-24.5% | $4,878-15.6% | $6,710-38.6% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |