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 | $142,334 | $175,202-18.8% | $149,673-4.9% | $139,434+2.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.71% | 166.71%-159.0pp | 134.42%-126.7pp | 372.94%-365.2pp |
| Employer contribution / active EE | $11,114 | $5,474+103.0% | $4,818+130.7% | $4,751+133.9% |
| Participant deferral / active EE | $15,791 | $6,519+142.2% | $5,680+178.0% | $6,710+135.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |