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 | $60,922 | $183,519-66.8% | $155,509-60.8% | $145,922-58.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.82% | 61.17%-58.3pp | 64.67%-61.8pp | 561.29%-558.5pp |
| Employer contribution / active EE | $6,304 | $5,313+18.6% | $4,672+34.9% | $4,660+35.3% |
| Participant deferral / active EE | $5,406 | $6,462-16.3% | $5,626-3.9% | $6,688-19.2% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |