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 | $70,648 | $175,202-59.7% | $149,673-52.8% | $139,434-49.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.20% | 166.71%-166.5pp | 134.42%-134.2pp | 372.94%-372.7pp |
| Employer contribution / active EE | $7,739 | $5,474+41.4% | $4,818+60.6% | $4,751+62.9% |
| Participant deferral / active EE | $10,000 | $6,519+53.4% | $5,680+76.1% | $6,710+49.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |