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 | $36,292 | $85,022-57.3% | $70,515-48.5% | $139,434-74.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 0.23% | 30.38%-30.2pp | 32.77%-32.5pp | 372.94%-372.7pp |
| Employer contribution / active EE | $4,725 | $3,909+20.9% | $2,973+58.9% | $4,751-0.5% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,710-100.0% |
| Admin fee / account holder | $2 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |