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 | $46,312 | $99,652-53.5% | $78,778-41.2% | $147,584-68.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 5.79% | 47.28%-41.5pp | 35.62%-29.8pp | 578.55%-572.8pp |
| Employer contribution / active EE | $2,133 | $2,796-23.7% | $1,986+7.4% | $4,876-56.3% |
| Participant deferral / active EE | $16,783 | $3,664+358.1% | $2,958+467.3% | $5,439+208.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |