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 | $96,583 | $125,758-23.2% | $169,993-43.2% | $75,163+28.5% |
| Participation rate | 97.3% | 83.6%+13.7pp | 87.0%+10.3pp | 67.2%+30.1pp |
| Annual return | 2.47% | 27.20%-24.7pp | 53.37%-50.9pp | 160.62%-158.2pp |
| Employer contribution / active EE | $8,108 | $4,615+75.7% | $6,785+19.5% | $2,670+203.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $203 | $8,173-97.5% | $12,815-98.4% | $5,651-96.4% |