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 | $118,736 | $153,311-22.6% | $109,313+8.6% | $273,961-56.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 1.08% | 29.86%-28.8pp | 22.07%-21.0pp | 41.45%-40.4pp |
| Employer contribution / active EE | $35,000 | $5,619+522.9% | $3,892+799.3% | $4,869+618.9% |
| Participant deferral / active EE | $18,000 | $3,932+357.8% | $3,166+468.5% | $5,287+240.5% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |