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 | $63,471 | $165,912-61.7% | $122,332-48.1% | $147,584-57.0% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 2.07% | 34.55%-32.5pp | 30.27%-28.2pp | 578.55%-576.5pp |
| Employer contribution / active EE | $13,799 | $5,754+139.8% | $4,050+240.7% | $4,876+183.0% |
| Participant deferral / active EE | $4,111 | $4,005+2.6% | $3,287+25.1% | $5,439-24.4% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |