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 | $165,180 | $69,207+138.7% | $64,056+157.9% | $139,434+18.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.71% | 45.88%-38.2pp | 33.69%-26.0pp | 372.94%-365.2pp |
| Employer contribution / active EE | $6,246 | $3,182+96.3% | $2,747+127.4% | $4,751+31.5% |
| Participant deferral / active EE | $14,730 | $4,682+214.6% | $3,880+279.6% | $6,710+119.5% |
| Admin fee / account holder | $20 | $4,244-99.5% | $3,068-99.3% | $11,403-99.8% |