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 | $108,912-47.4% | $100,383-43.0% | $145,959-60.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.49% | 57.96%-48.5pp | 49.26%-39.8pp | 561.95%-552.5pp |
| Employer contribution / active EE | $9,550 | $4,423+115.9% | $3,944+142.2% | $4,661+104.9% |
| Participant deferral / active EE | $7,761 | $8,451-8.2% | $8,086-4.0% | $6,689+16.0% |
| Admin fee / account holder | $232 | $9,690-97.6% | $7,900-97.1% | $13,398-98.3% |