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 | $241,811 | $127,386+89.8% | $115,037+110.2% | $125,391+92.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -24.05% | 31.28%-55.3pp | 26.14%-50.2pp | 282.22%-306.3pp |
| Employer contribution / active EE | $9,900 | $5,166+91.6% | $4,608+114.9% | $4,866+103.5% |
| Participant deferral / active EE | $21,600 | $6,423+236.3% | $6,026+258.4% | $5,352+303.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |