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 | $72,096 | $48,364+49.1% | $71,796+0.4% | $62,891+14.6% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | -4.86% | 13.16%-18.0pp | 78.04%-82.9pp | 20.14%-25.0pp |
| Employer contribution / active EE | $2,839 | $1,042+172.5% | $1,924+47.5% | $2,281+24.5% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9 | $3,771-99.8% | $4,815-99.8% | $4,296-99.8% |