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 | $30,916 | $232,540-86.7% | $185,117-83.3% | $147,584-79.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.47% | 43.03%-42.6pp | 40.50%-40.0pp | 578.55%-578.1pp |
| Employer contribution / active EE | $7,500 | $5,195+44.4% | $4,182+79.4% | $4,876+53.8% |
| Participant deferral / active EE | $1,892 | $5,834-67.6% | $5,045-62.5% | $5,439-65.2% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |