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 | $245,875 | $105,998+132.0% | $92,233+166.6% | $147,584+66.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.67% | 50.05%-41.4pp | 176.28%-167.6pp | 578.55%-569.9pp |
| Employer contribution / active EE | $13,957 | $4,333+222.1% | $3,679+279.3% | $4,876+186.2% |
| Participant deferral / active EE | $3,182 | $4,478-28.9% | $3,897-18.3% | $5,439-41.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |