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 | $58,243 | $124,281-53.1% | $109,143-46.6% | $167,490-65.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.42% | 26.04%-18.6pp | 25.75%-18.3pp | 478.56%-471.1pp |
| Employer contribution / active EE | $1,339 | $4,207-68.2% | $3,722-64.0% | $4,837-72.3% |
| Participant deferral / active EE | $6,721 | $5,255+27.9% | $4,653+44.4% | $6,341+6.0% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |