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 | $91,765 | $99,652-7.9% | $78,778+16.5% | $147,584-37.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 7.19% | 47.28%-40.1pp | 35.62%-28.4pp | 578.55%-571.4pp |
| Employer contribution / active EE | $6,373 | $2,796+128.0% | $1,986+221.0% | $4,876+30.7% |
| Participant deferral / active EE | $5,608 | $3,664+53.1% | $2,958+89.6% | $5,439+3.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |