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 | $79,624 | $81,632-2.5% | $70,449+13.0% | $158,922-49.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.78% | 208.40%-204.6pp | 109.03%-105.3pp | 302.83%-299.0pp |
| Employer contribution / active EE | $8,129 | $3,217+152.7% | $2,737+197.0% | $4,761+70.7% |
| Participant deferral / active EE | $9,467 | $4,554+107.9% | $3,709+155.3% | $5,982+58.2% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |