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 4-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 | $211,993 | $101,069+109.7% | $81,478+160.2% | $147,584+43.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.63% | 32.40%-31.8pp | 38.78%-38.2pp | 578.55%-577.9pp |
| Employer contribution / active EE | $3,600 | $3,205+12.3% | $2,568+40.2% | $4,876-26.2% |
| Participant deferral / active EE | $24,000 | $4,242+465.8% | $3,537+578.6% | $5,439+341.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |