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 | $158,492 | $84,696+87.1% | $75,696+109.4% | $167,490-5.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.17% | 199.36%-190.2pp | 104.53%-95.4pp | 478.56%-469.4pp |
| Employer contribution / active EE | $2,315 | $3,230-28.3% | $2,743-15.6% | $4,837-52.1% |
| Participant deferral / active EE | $9,840 | $4,580+114.9% | $3,821+157.5% | $6,341+55.2% |
| Admin fee / account holder | $20 | $5,355-99.6% | $3,619-99.5% | $12,309-99.8% |