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 | $164,797 | $96,635+70.5% | $86,612+90.3% | $139,434+18.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.62% | 106.41%-100.8pp | 591.07%-585.5pp | 372.94%-367.3pp |
| Employer contribution / active EE | $5,000 | $3,263+53.2% | $3,022+65.4% | $4,751+5.2% |
| Participant deferral / active EE | $867 | $4,836-82.1% | $4,438-80.5% | $6,710-87.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |