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 | $38,191 | $70,756-46.0% | $65,493-41.7% | $142,382-73.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 9.79% | 1754.89%-1745.1pp | 982.45%-972.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $5,393 | $2,881+87.2% | $2,574+109.5% | $4,299+25.4% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $189 | $6,559-97.1% | $5,028-96.3% | $12,624-98.5% |