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 | $75,537 | $99,652-24.2% | $78,778-4.1% | $147,584-48.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 0.62% | 47.28%-46.7pp | 35.62%-35.0pp | 578.55%-577.9pp |
| Employer contribution / active EE | $1,892 | $2,796-32.3% | $1,986-4.7% | $4,876-61.2% |
| Participant deferral / active EE | $2,706 | $3,664-26.1% | $2,958-8.5% | $5,439-50.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |