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 9-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 | $181,022 | $107,334+68.7% | $92,893+94.9% | $152,861+18.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.80% | 145.58%-140.8pp | 109.41%-104.6pp | 345.32%-340.5pp |
| Employer contribution / active EE | $31,333 | $4,221+642.3% | $3,653+757.8% | $4,762+557.9% |
| Participant deferral / active EE | $20,000 | $4,845+312.8% | $4,236+372.1% | $5,850+241.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |