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 | $154,703 | $118,849+30.2% | $96,562+60.2% | $167,490-7.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 3.56% | 50.49%-46.9pp | 37.78%-34.2pp | 478.56%-475.0pp |
| Employer contribution / active EE | $14,980 | $3,120+380.2% | $2,356+535.7% | $4,837+209.7% |
| Participant deferral / active EE | $9,872 | $4,616+113.9% | $3,849+156.5% | $6,341+55.7% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |