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 | $145,694 | $198,466-26.6% | $170,442-14.5% | $147,584-1.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.93% | 257.29%-252.4pp | 205.93%-201.0pp | 578.55%-573.6pp |
| Employer contribution / active EE | $19,928 | $6,184+222.3% | $5,433+266.8% | $4,876+308.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $221 | $16,852-98.7% | $13,880-98.4% | $10,885-98.0% |