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 | $70,430 | $105,998-33.6% | $92,233-23.6% | $147,584-52.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.17% | 50.05%-44.9pp | 176.28%-171.1pp | 578.55%-573.4pp |
| Employer contribution / active EE | $1,937 | $4,333-55.3% | $3,679-47.3% | $4,876-60.3% |
| Participant deferral / active EE | $6,498 | $4,478+45.1% | $3,897+66.8% | $5,439+19.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |