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 | $89,400 | $77,419+15.5% | $69,455+28.7% | $152,861-41.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 4.85% | 39.06%-34.2pp | 28.97%-24.1pp | 345.32%-340.5pp |
| Employer contribution / active EE | $6,140 | $3,315+85.2% | $2,779+120.9% | $4,762+28.9% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $17 | $6,207-99.7% | $3,839-99.6% | $11,596-99.9% |