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 | $103,255 | $102,966+0.3% | $90,281+14.4% | $152,861-32.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.66% | 95.16%-94.5pp | 78.10%-77.4pp | 345.32%-344.7pp |
| Employer contribution / active EE | $2,709 | $3,139-13.7% | $2,854-5.1% | $4,762-43.1% |
| Participant deferral / active EE | $2,709 | $4,281-36.7% | $3,885-30.3% | $5,850-53.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |