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 | $29,749 | $88,707-66.5% | $74,183-59.9% | $273,961-89.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.52% | 11.94%-10.4pp | 17.74%-16.2pp | 41.45%-39.9pp |
| Employer contribution / active EE | $11,033 | $3,159+249.2% | $2,370+365.5% | $4,869+126.6% |
| Participant deferral / active EE | $6,972 | $4,212+65.5% | $3,550+96.4% | $5,287+31.9% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |