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 | $156,085 | $93,346+67.2% | $71,796+117.4% | $273,961-43.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -0.69% | 130.39%-131.1pp | 78.04%-78.7pp | 41.45%-42.1pp |
| Employer contribution / active EE | $14,548 | $2,733+432.3% | $1,924+656.0% | $4,869+198.8% |
| Participant deferral / active EE | $9,000 | $3,475+159.0% | $2,794+222.1% | $5,287+70.2% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |