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 | $60,952 | $56,199+8.5% | $67,652-9.9% | $59,632+2.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -5.45% | 18505.31%-18510.8pp | 6625.04%-6630.5pp | 2041.28%-2046.7pp |
| Employer contribution / active EE | $4,987 | $1,614+208.9% | $2,266+120.1% | $2,203+126.4% |
| Participant deferral / active EE | $7,805 | $2,844+174.5% | $3,560+119.2% | $3,192+144.5% |
| Admin fee / account holder | $143 | $3,958-96.4% | $4,821-97.0% | $4,297-96.7% |