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 9-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 | $107,368 | $144,119-25.5% | $117,854-8.9% | $147,584-27.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 6.72% | 531.15%-524.4pp | 335.08%-328.4pp | 578.55%-571.8pp |
| Employer contribution / active EE | $9,735 | $4,896+98.8% | $3,786+157.1% | $4,876+99.6% |
| Participant deferral / active EE | $10,500 | $5,316+97.5% | $4,482+134.3% | $5,439+93.1% |
| Admin fee / account holder | $6 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |