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 | $64,006 | $105,998-39.6% | $92,233-30.6% | $147,584-56.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 3.41% | 50.05%-46.6pp | 176.28%-172.9pp | 578.55%-575.1pp |
| Employer contribution / active EE | $1,140 | $4,333-73.7% | $3,679-69.0% | $4,876-76.6% |
| Participant deferral / active EE | $5,947 | $4,478+32.8% | $3,897+52.6% | $5,439+9.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |