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 3-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 | $199,042 | $74,888+165.8% | $71,209+179.5% | $142,382+39.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.73% | 345.14%-332.4pp | 282.51%-269.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,810 | $2,854+68.5% | $2,721+76.8% | $4,299+11.9% |
| Participant deferral / active EE | $12,319 | $4,454+176.5% | $4,175+195.0% | $6,507+89.3% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |