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 | $75,711 | $165,912-54.4% | $122,332-38.1% | $147,584-48.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | -1.24% | 34.55%-35.8pp | 30.27%-31.5pp | 578.55%-579.8pp |
| Employer contribution / active EE | $16,163 | $5,754+180.9% | $4,050+299.0% | $4,876+231.5% |
| Participant deferral / active EE | $12,565 | $4,005+213.7% | $3,287+282.3% | $5,439+131.0% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |