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 | $51,208 | $157,256-67.4% | $141,162-63.7% | $152,861-66.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.40% | 64.32%-53.9pp | 71.39%-61.0pp | 345.32%-334.9pp |
| Employer contribution / active EE | $2,997 | $5,261-43.0% | $4,735-36.7% | $4,762-37.1% |
| Participant deferral / active EE | $10,650 | $7,109+49.8% | $6,709+58.7% | $5,850+82.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |