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 | $180,217 | $107,334+67.9% | $92,893+94.0% | $152,861+17.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 2.35% | 145.58%-143.2pp | 109.41%-107.1pp | 345.32%-343.0pp |
| Employer contribution / active EE | $15,917 | $4,221+277.1% | $3,653+335.8% | $4,762+234.2% |
| Participant deferral / active EE | $3,266 | $4,845-32.6% | $4,236-22.9% | $5,850-44.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |