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 | $64,600 | $201,272-67.9% | $184,203-64.9% | $145,922-55.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.39% | 29.00%-25.6pp | 28.81%-25.4pp | 561.29%-557.9pp |
| Employer contribution / active EE | $3,371 | $7,022-52.0% | $6,427-47.6% | $4,660-27.7% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,131-100.0% | $6,688-100.0% |
| Admin fee / account holder | $140 | $16,364-99.1% | $13,901-99.0% | $13,397-99.0% |