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 | $60,267 | $105,998-43.1% | $92,233-34.7% | $147,584-59.2% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 8.86% | 50.05%-41.2pp | 176.28%-167.4pp | 578.55%-569.7pp |
| Employer contribution / active EE | $3,839 | $4,333-11.4% | $3,679+4.3% | $4,876-21.3% |
| Participant deferral / active EE | $1,600 | $4,478-64.3% | $3,897-58.9% | $5,439-70.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |