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 | $76,939 | $114,047-32.5% | $96,139-20.0% | $167,490-54.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 5.23% | 189.88%-184.7pp | 191.94%-186.7pp | 478.56%-473.3pp |
| Employer contribution / active EE | $4,470 | $3,427+30.4% | $2,797+59.8% | $4,837-7.6% |
| Participant deferral / active EE | $14,786 | $5,194+184.7% | $4,349+240.0% | $6,341+133.2% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |