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 | $151,735 | $106,890+42.0% | $84,015+80.6% | $152,861-0.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 5.87% | 104.99%-99.1pp | 71.31%-65.4pp | 345.32%-339.5pp |
| Employer contribution / active EE | $1,196 | $2,734-56.3% | $1,983-39.7% | $4,762-74.9% |
| Participant deferral / active EE | $2,008 | $4,011-49.9% | $3,239-38.0% | $5,850-65.7% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |