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 | $121,837 | $72,400+68.3% | $67,502+80.5% | $145,922-16.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.98% | 7182.46%-7173.5pp | 3512.12%-3503.1pp | 561.29%-552.3pp |
| Employer contribution / active EE | $13,491 | $3,069+339.6% | $2,731+394.0% | $4,660+189.5% |
| Participant deferral / active EE | $6,313 | $4,783+32.0% | $4,000+57.8% | $6,688-5.6% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |