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 | $155,770 | $83,337+86.9% | $67,834+129.6% | $273,961-43.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 0.63% | 259.45%-258.8pp | 138.47%-137.8pp | 41.45%-40.8pp |
| Employer contribution / active EE | $11,078 | $3,287+237.0% | $2,403+360.9% | $4,869+127.5% |
| Participant deferral / active EE | $13,806 | $4,088+237.7% | $3,160+336.9% | $5,287+161.1% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |