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 | $223,688 | $93,071+140.3% | $74,583+199.9% | $273,961-18.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -0.91% | 26.18%-27.1pp | 20.47%-21.4pp | 41.45%-42.4pp |
| Employer contribution / active EE | $6,678 | $3,160+111.4% | $2,525+164.5% | $4,869+37.2% |
| Participant deferral / active EE | $720 | $4,160-82.7% | $3,458-79.2% | $5,287-86.4% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |