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 | $209,649 | $105,998+97.8% | $92,233+127.3% | $147,584+42.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.72% | 50.05%-43.3pp | 176.28%-169.6pp | 578.55%-571.8pp |
| Employer contribution / active EE | $3,434 | $4,333-20.7% | $3,679-6.7% | $4,876-29.6% |
| Participant deferral / active EE | $7,129 | $4,478+59.2% | $3,897+82.9% | $5,439+31.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |