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 5-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 | $66,932 | $99,877-33.0% | $84,966-21.2% | $145,922-54.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.79% | 83.76%-76.0pp | 66.38%-58.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $9,366 | $3,231+189.8% | $2,727+243.4% | $4,660+101.0% |
| Participant deferral / active EE | $8,812 | $5,291+66.6% | $4,519+95.0% | $6,688+31.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |