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 | $144,669 | $90,503+59.8% | $78,689+83.8% | $273,961-47.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.45% | 75.60%-78.1pp | 62.18%-64.6pp | 41.45%-43.9pp |
| Employer contribution / active EE | $5,507 | $3,176+73.4% | $2,851+93.2% | $4,869+13.1% |
| Participant deferral / active EE | $13,767 | $3,901+252.9% | $3,517+291.5% | $5,287+160.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |