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 3-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 | $127,816 | $99,652+28.3% | $78,778+62.2% | $147,584-13.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 4.62% | 47.28%-42.7pp | 35.62%-31.0pp | 578.55%-573.9pp |
| Employer contribution / active EE | $1,972 | $2,796-29.4% | $1,986-0.7% | $4,876-59.6% |
| Participant deferral / active EE | $9,267 | $3,664+153.0% | $2,958+213.3% | $5,439+70.4% |
| Admin fee / account holder | $7 | $7,155-99.9% | $5,134-99.9% | $10,885-99.9% |