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 | $114,676 | $84,696+35.4% | $75,696+51.5% | $167,490-31.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 7.92% | 199.36%-191.4pp | 104.53%-96.6pp | 478.56%-470.6pp |
| Employer contribution / active EE | $10,131 | $3,230+213.7% | $2,743+269.4% | $4,837+109.4% |
| Participant deferral / active EE | $3,762 | $4,580-17.9% | $3,821-1.6% | $6,341-40.7% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |