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 | $90,747 | $78,705+15.3% | $117,854-23.0% | $70,131+29.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 7.32% | 23.30%-16.0pp | 335.08%-327.8pp | 73.14%-65.8pp |
| Employer contribution / active EE | $16,000 | $2,223+619.6% | $3,786+322.6% | $2,342+583.1% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $265 | $5,065-94.8% | $8,020-96.7% | $4,645-94.3% |