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 | $235,542 | $107,334+119.4% | $92,893+153.6% | $152,861+54.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 0.33% | 145.58%-145.2pp | 109.41%-109.1pp | 345.32%-345.0pp |
| Employer contribution / active EE | $7,917 | $4,221+87.6% | $3,653+116.7% | $4,762+66.2% |
| Participant deferral / active EE | $9,580 | $4,845+97.7% | $4,236+126.2% | $5,850+63.8% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |