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 | $55,705 | $77,419-28.0% | $69,455-19.8% | $152,861-63.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 5.35% | 39.06%-33.7pp | 28.97%-23.6pp | 345.32%-340.0pp |
| Employer contribution / active EE | $6,606 | $3,315+99.2% | $2,779+137.7% | $4,762+38.7% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $118 | $6,207-98.1% | $3,839-96.9% | $11,596-99.0% |