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 | $49,543 | $102,828-51.8% | $105,387-53.0% | $152,861-67.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.58% | 20.85%-8.3pp | 26.82%-14.2pp | 345.32%-332.7pp |
| Employer contribution / active EE | $3,894 | $4,473-12.9% | $4,213-7.6% | $4,762-18.2% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |