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 | $58,544 | $176,377-66.8% | $134,143-56.4% | $158,922-63.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.60% | 63.63%-63.0pp | 36.33%-35.7pp | 302.83%-302.2pp |
| Employer contribution / active EE | $11,707 | $5,040+132.3% | $3,704+216.1% | $4,761+145.9% |
| Participant deferral / active EE | $7,450 | $4,091+82.1% | $3,499+112.9% | $5,982+24.5% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |