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 | $56,893 | $106,515-46.6% | $96,683-41.2% | $139,434-59.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.84% | 38.43%-31.6pp | 35.69%-28.9pp | 372.94%-366.1pp |
| Employer contribution / active EE | $19,375 | $4,103+372.2% | $3,737+418.5% | $4,751+307.8% |
| Participant deferral / active EE | $7,391 | $5,454+35.5% | $4,878+51.5% | $6,710+10.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |