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 | $143,843 | $110,257+30.5% | $96,544+49.0% | $139,434+3.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -1.78% | 26.32%-28.1pp | 25.84%-27.6pp | 372.94%-374.7pp |
| Employer contribution / active EE | $1,750 | $3,620-51.7% | $2,965-41.0% | $4,751-63.2% |
| Participant deferral / active EE | $9,000 | $5,548+62.2% | $4,851+85.5% | $6,710+34.1% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |