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 | $124,655 | $228,332-45.4% | $185,823-32.9% | $158,922-21.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.03% | 40.80%-40.8pp | 35.95%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $19,663 | $4,967+295.9% | $4,087+381.0% | $4,761+313.0% |
| Participant deferral / active EE | $9,750 | $6,415+52.0% | $5,632+73.1% | $5,982+63.0% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |