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 | $88,393 | $114,047-22.5% | $96,139-8.1% | $167,490-47.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 5.58% | 189.88%-184.3pp | 191.94%-186.4pp | 478.56%-473.0pp |
| Employer contribution / active EE | $4,900 | $3,427+43.0% | $2,797+75.2% | $4,837+1.3% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $51 | $6,897-99.3% | $5,537-99.1% | $12,309-99.6% |