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 | $57,145 | $105,998-46.1% | $92,233-38.0% | $147,584-61.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.33% | 50.05%-40.7pp | 176.28%-166.9pp | 578.55%-569.2pp |
| Employer contribution / active EE | $2,065 | $4,333-52.3% | $3,679-43.9% | $4,876-57.7% |
| Participant deferral / active EE | $8,219 | $4,478+83.5% | $3,897+110.9% | $5,439+51.1% |
| Admin fee / account holder | $9 | $6,332-99.9% | $5,194-99.8% | $10,885-99.9% |