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 | $80,015 | $176,812-54.7% | $146,665-45.4% | $167,490-52.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.22% | 24.03%-15.8pp | 22.74%-14.5pp | 478.56%-470.3pp |
| Employer contribution / active EE | $7,164 | $5,160+38.8% | $4,136+73.2% | $4,837+48.1% |
| Participant deferral / active EE | $9,633 | $6,440+49.6% | $5,506+75.0% | $6,341+51.9% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |