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 | $122,263 | $106,890+14.4% | $84,015+45.5% | $152,861-20.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 3.71% | 104.99%-101.3pp | 71.31%-67.6pp | 345.32%-341.6pp |
| Employer contribution / active EE | $18,049 | $2,734+560.1% | $1,983+810.0% | $4,762+279.0% |
| Participant deferral / active EE | $21,106 | $4,011+426.2% | $3,239+551.7% | $5,850+260.8% |
| Admin fee / account holder | $168 | $8,285-98.0% | $6,101-97.3% | $11,596-98.6% |