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 | $76,390 | $71,809+6.4% | $61,048+25.1% | $152,861-50.0% |
| Participation rate | 95.0% | 84.2%+10.8pp | 79.3%+15.7pp | 82.4%+12.6pp |
| Annual return | -0.29% | 29.74%-30.0pp | 26.18%-26.5pp | 345.32%-345.6pp |
| Employer contribution / active EE | $4,803 | $4,545+5.7% | $3,716+29.2% | $4,762+0.9% |
| Participant deferral / active EE | $0 | $5,467-100.0% | $4,470-100.0% | $5,850-100.0% |
| Admin fee / account holder | $7 | $4,750-99.9% | $3,728-99.8% | $11,596-99.9% |