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 6-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 | $125,125 | $140,940-11.2% | $112,229+11.5% | $139,434-10.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.12% | 32.71%-30.6pp | 30.20%-28.1pp | 372.94%-370.8pp |
| Employer contribution / active EE | $16,908 | $4,283+294.8% | $3,430+392.9% | $4,751+255.9% |
| Participant deferral / active EE | $12,000 | $5,874+104.3% | $4,798+150.1% | $6,710+78.8% |
| Admin fee / account holder | $19 | $9,954-99.8% | $7,748-99.8% | $11,403-99.8% |