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 | $70,780 | $73,515-3.7% | $62,995+12.4% | $147,584-52.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.52% | 175.43%-166.9pp | 87.57%-79.0pp | 578.55%-570.0pp |
| Employer contribution / active EE | $5,830 | $3,320+75.6% | $2,759+111.3% | $4,876+19.5% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16 | $5,953-99.7% | $3,600-99.6% | $10,885-99.9% |