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 | $63,542 | $72,071-11.8% | $68,368-7.1% | $137,256-53.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.47% | 353.14%-344.7pp | 292.57%-284.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $2,559 | $2,788-8.2% | $2,649-3.4% | $4,156-38.4% |
| Participant deferral / active EE | $2,559 | $4,410-42.0% | $4,123-37.9% | $6,407-60.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |