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 | $73,019 | $118,450-38.4% | $98,439-25.8% | $139,434-47.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 6.30% | 18.94%-12.6pp | 21.16%-14.9pp | 372.94%-366.6pp |
| Employer contribution / active EE | $1,661 | $3,609-54.0% | $3,048-45.5% | $4,751-65.0% |
| Participant deferral / active EE | $3,038 | $5,392-43.7% | $4,738-35.9% | $6,710-54.7% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |