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 | $61,557 | $69,518-11.5% | $59,878+2.8% | $135,375-54.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -439.05% | 7.94%-447.0pp | 3.46%-442.5pp | 519.73%-958.8pp |
| Employer contribution / active EE | $23,000 | $3,235+611.0% | $2,722+745.1% | $4,779+381.3% |
| Participant deferral / active EE | $42,381 | $4,206+907.7% | $3,402+1145.8% | $5,609+655.6% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |