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 | $111,187 | $144,119-22.9% | $117,854-5.7% | $147,584-24.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.08% | 531.15%-524.1pp | 335.08%-328.0pp | 578.55%-571.5pp |
| Employer contribution / active EE | $1,430 | $4,896-70.8% | $3,786-62.2% | $4,876-70.7% |
| Participant deferral / active EE | $1,628 | $5,316-69.4% | $4,482-63.7% | $5,439-70.1% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |