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 | $123,224 | $127,777-3.6% | $106,548+15.7% | $167,490-26.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 1.60% | 33.87%-32.3pp | 26.80%-25.2pp | 478.56%-477.0pp |
| Employer contribution / active EE | $14,453 | $3,427+321.8% | $2,819+412.7% | $4,837+198.8% |
| Participant deferral / active EE | $3,799 | $5,087-25.3% | $4,398-13.6% | $6,341-40.1% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |