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 7-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 | $107,410 | $123,909-13.3% | $69,647+54.2% | $145,922-26.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 0.54% | 190.55%-190.0pp | 100.48%-99.9pp | 561.29%-560.7pp |
| Employer contribution / active EE | $687 | $2,682-74.4% | $1,712-59.9% | $4,660-85.3% |
| Participant deferral / active EE | $1,211 | $4,236-71.4% | $2,886-58.0% | $6,688-81.9% |
| Admin fee / account holder | $0 | $7,863-100.0% | $4,713-100.0% | $13,397-100.0% |