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 6-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 | $121,666 | $226,064-46.2% | $182,532-33.3% | $152,861-20.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 5.37% | 192.51%-187.1pp | 148.54%-143.2pp | 345.32%-340.0pp |
| Employer contribution / active EE | $36,500 | $4,978+633.2% | $4,076+795.5% | $4,762+666.4% |
| Participant deferral / active EE | $23,000 | $6,368+261.2% | $5,524+316.3% | $5,850+293.2% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |