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 | $153,050 | $106,890+43.2% | $84,015+82.2% | $152,861+0.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 1.55% | 104.99%-103.4pp | 71.31%-69.8pp | 345.32%-343.8pp |
| Employer contribution / active EE | $14,361 | $2,734+425.2% | $1,983+624.1% | $4,762+201.6% |
| Participant deferral / active EE | $10,653 | $4,011+165.6% | $3,239+228.9% | $5,850+82.1% |
| Admin fee / account holder | $65 | $8,285-99.2% | $6,101-98.9% | $11,596-99.4% |