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 | $19,517 | $105,998-81.6% | $92,233-78.8% | $147,584-86.8% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 8.31% | 50.05%-41.7pp | 176.28%-168.0pp | 578.55%-570.2pp |
| Employer contribution / active EE | $1,694 | $4,333-60.9% | $3,679-53.9% | $4,876-65.3% |
| Participant deferral / active EE | $4,336 | $4,478-3.2% | $3,897+11.3% | $5,439-20.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |