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 | $32,893 | $100,773-67.4% | $88,946-63.0% | $142,382-76.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 5.31% | 70.18%-64.9pp | 57.82%-52.5pp | 217.08%-211.8pp |
| Employer contribution / active EE | $8,889 | $2,918+204.7% | $2,555+247.9% | $4,299+106.8% |
| Participant deferral / active EE | $0 | $5,230-100.0% | $4,581-100.0% | $6,507-100.0% |
| Admin fee / account holder | $121 | $9,693-98.8% | $8,261-98.5% | $12,624-99.0% |