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 | $248,742 | $74,888+232.2% | $71,209+249.3% | $142,382+74.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.59% | 345.14%-333.5pp | 282.51%-270.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $22,850 | $2,854+700.5% | $2,721+739.8% | $4,299+431.5% |
| Participant deferral / active EE | $7,952 | $4,454+78.5% | $4,175+90.4% | $6,507+22.2% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |