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 | $41,907 | $74,888-44.0% | $71,209-41.1% | $142,382-70.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.61% | 345.14%-341.5pp | 282.51%-278.9pp | 217.08%-213.5pp |
| Employer contribution / active EE | $8,021 | $2,854+181.0% | $2,721+194.8% | $4,299+86.6% |
| Participant deferral / active EE | $2,037 | $4,454-54.3% | $4,175-51.2% | $6,507-68.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |