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 | $75,000 | $105,998-29.2% | $92,233-18.7% | $147,584-49.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.14% | 50.05%-43.9pp | 176.28%-170.1pp | 578.55%-572.4pp |
| Employer contribution / active EE | $1,458 | $4,333-66.3% | $3,679-60.4% | $4,876-70.1% |
| Participant deferral / active EE | $2,709 | $4,478-39.5% | $3,897-30.5% | $5,439-50.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |