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 | $37,423 | $108,919-65.6% | $100,391-62.7% | $145,922-74.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.03% | 57.88%-47.9pp | 49.20%-39.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $8,577 | $4,419+94.1% | $3,942+117.6% | $4,660+84.1% |
| Participant deferral / active EE | $2,680 | $8,445-68.3% | $8,082-66.8% | $6,688-59.9% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |