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 | $55,428 | $105,998-47.7% | $92,233-39.9% | $147,584-62.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.93% | 50.05%-43.1pp | 176.28%-169.3pp | 578.55%-571.6pp |
| Employer contribution / active EE | $10,259 | $4,333+136.8% | $3,679+178.8% | $4,876+110.4% |
| Participant deferral / active EE | $7,747 | $4,478+73.0% | $3,897+98.8% | $5,439+42.4% |
| Admin fee / account holder | $71 | $6,332-98.9% | $5,194-98.6% | $10,885-99.3% |