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 | $83,114 | $142,405-41.6% | $115,157-27.8% | $152,861-45.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 0.99% | 41.48%-40.5pp | 35.60%-34.6pp | 345.32%-344.3pp |
| Employer contribution / active EE | $1,995 | $4,010-50.3% | $3,179-37.2% | $4,762-58.1% |
| Participant deferral / active EE | $3,844 | $5,164-25.6% | $4,168-7.8% | $5,850-34.3% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |