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 | $147,305 | $73,515+100.4% | $62,995+133.8% | $147,584-0.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 0.63% | 175.43%-174.8pp | 87.57%-86.9pp | 578.55%-577.9pp |
| Employer contribution / active EE | $24,011 | $3,320+623.1% | $2,759+770.3% | $4,876+392.4% |
| Participant deferral / active EE | $17,461 | $4,185+317.2% | $3,329+424.4% | $5,439+221.0% |
| Admin fee / account holder | $244 | $5,953-95.9% | $3,600-93.2% | $10,885-97.8% |