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 5-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 | $135,118 | $100,923+33.9% | $150,045-9.9% | $74,304+81.8% |
| Participation rate | 98.0% | 70.1%+28.0pp | 82.3%+15.7pp | 60.3%+37.7pp |
| Annual return | 9.26% | 51.77%-42.5pp | 62.55%-53.3pp | 29.43%-20.2pp |
| Employer contribution / active EE | $26,350 | $3,463+660.8% | $4,693+461.5% | $2,241+1075.7% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |