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 | $57,243 | $108,919-47.4% | $100,391-43.0% | $145,922-60.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.49% | 57.88%-48.4pp | 49.20%-39.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $9,550 | $4,419+116.1% | $3,942+142.3% | $4,660+105.0% |
| Participant deferral / active EE | $7,761 | $8,445-8.1% | $8,082-4.0% | $6,688+16.1% |
| Admin fee / account holder | $232 | $9,689-97.6% | $7,899-97.1% | $13,397-98.3% |