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 | $240,999 | $105,126+129.2% | $94,646+154.6% | $139,434+72.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 4.08% | 38.03%-34.0pp | 156.71%-152.6pp | 372.94%-368.9pp |
| Employer contribution / active EE | $5,750 | $4,106+40.1% | $3,672+56.6% | $4,751+21.0% |
| Participant deferral / active EE | $17,985 | $7,599+136.7% | $7,418+142.5% | $6,710+168.0% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |