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 | $25,566 | $105,998-75.9% | $92,233-72.3% | $147,584-82.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.64% | 50.05%-43.4pp | 176.28%-169.6pp | 578.55%-571.9pp |
| Employer contribution / active EE | $13,674 | $4,333+215.6% | $3,679+271.6% | $4,876+180.4% |
| Participant deferral / active EE | $1,333 | $4,478-70.2% | $3,897-65.8% | $5,439-75.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |