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 | $142,043 | $99,652+42.5% | $78,778+80.3% | $147,584-3.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 0.24% | 47.28%-47.0pp | 35.62%-35.4pp | 578.55%-578.3pp |
| Employer contribution / active EE | $12,650 | $2,796+352.5% | $1,986+537.1% | $4,876+159.4% |
| Participant deferral / active EE | $16,000 | $3,664+336.7% | $2,958+440.9% | $5,439+194.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |