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 | $74,323 | $105,998-29.9% | $92,233-19.4% | $147,584-49.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.51% | 50.05%-42.5pp | 176.28%-168.8pp | 578.55%-571.0pp |
| Employer contribution / active EE | $9,302 | $4,333+114.7% | $3,679+152.8% | $4,876+90.8% |
| Participant deferral / active EE | $16,433 | $4,478+267.0% | $3,897+321.7% | $5,439+202.2% |
| Admin fee / account holder | $21 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |