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 | $47,169 | $89,355-47.2% | $141,162-66.6% | $72,985-35.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.90% | 111.85%-95.9pp | 71.39%-55.5pp | 81.00%-65.1pp |
| Employer contribution / active EE | $8,721 | $3,114+180.0% | $4,735+84.2% | $2,440+257.4% |
| Participant deferral / active EE | $3,373 | $5,418-37.7% | $6,709-49.7% | $3,607-6.5% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |