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 | $234,447 | $83,908+179.4% | $68,509+242.2% | $125,391+87.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -5.67% | 14.48%-20.1pp | 8.27%-13.9pp | 282.22%-287.9pp |
| Employer contribution / active EE | $4,950 | $3,031+63.3% | $2,278+117.3% | $4,866+1.7% |
| Participant deferral / active EE | $24,000 | $4,125+481.8% | $3,382+609.6% | $5,352+348.5% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |