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 | $98,813 | $70,756+39.7% | $65,493+50.9% | $142,382-30.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 10.00% | 1754.89%-1744.9pp | 982.45%-972.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $8,311 | $2,881+188.5% | $2,574+222.8% | $4,299+93.3% |
| Participant deferral / active EE | $7,404 | $4,637+59.7% | $3,961+86.9% | $6,507+13.8% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |