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 | $21,715 | $90,503-76.0% | $78,689-72.4% | $273,961-92.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.74% | 75.60%-73.9pp | 62.18%-60.4pp | 41.45%-39.7pp |
| Employer contribution / active EE | $10,872 | $3,176+242.3% | $2,851+281.4% | $4,869+123.3% |
| Participant deferral / active EE | $2,365 | $3,901-39.4% | $3,517-32.8% | $5,287-55.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |