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 | $244,858 | $96,305+154.3% | $80,569+203.9% | $139,434+75.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 2.39% | 1350.08%-1347.7pp | 935.43%-933.0pp | 372.94%-370.6pp |
| Employer contribution / active EE | $11,220 | $3,262+244.0% | $2,723+312.0% | $4,751+136.2% |
| Participant deferral / active EE | $3,000 | $5,232-42.7% | $4,447-32.5% | $6,710-55.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |