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 | $172,918 | $116,175+48.8% | $93,606+84.7% | $152,861+13.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 2.03% | 35.96%-33.9pp | 32.76%-30.7pp | 345.32%-343.3pp |
| Employer contribution / active EE | $14,358 | $3,218+346.2% | $2,718+428.2% | $4,762+201.5% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $122 | $10,748-98.9% | $7,888-98.5% | $11,596-98.9% |