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 | $101,644 | $106,890-4.9% | $84,015+21.0% | $152,861-33.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 1.86% | 104.99%-103.1pp | 71.31%-69.5pp | 345.32%-343.5pp |
| Employer contribution / active EE | $10,844 | $2,734+296.6% | $1,983+446.7% | $4,762+127.7% |
| Participant deferral / active EE | $9,500 | $4,011+136.8% | $3,239+193.3% | $5,850+62.4% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |