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 | $134,275 | $105,998+26.7% | $92,233+45.6% | $147,584-9.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 0.08% | 50.05%-50.0pp | 176.28%-176.2pp | 578.55%-578.5pp |
| Employer contribution / active EE | $808 | $4,333-81.3% | $3,679-78.0% | $4,876-83.4% |
| Participant deferral / active EE | $4,500 | $4,478+0.5% | $3,897+15.5% | $5,439-17.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |