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 | $185,078 | $115,770+59.9% | $101,248+82.8% | $158,922+16.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.14% | 56.14%-51.0pp | 46.47%-41.3pp | 302.83%-297.7pp |
| Employer contribution / active EE | $15,955 | $4,175+282.2% | $3,660+336.0% | $4,761+235.1% |
| Participant deferral / active EE | $8,133 | $4,957+64.1% | $4,370+86.1% | $5,982+36.0% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |