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 | $45,104 | $72,071-37.4% | $68,368-34.0% | $137,256-67.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.62% | 353.14%-340.5pp | 292.57%-280.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $7,369 | $2,788+164.3% | $2,649+178.2% | $4,156+77.3% |
| Participant deferral / active EE | $13,288 | $4,410+201.3% | $4,123+222.3% | $6,407+107.4% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |