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 | $209,327 | $115,882+80.6% | $100,516+108.3% | $158,922+31.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 4.87% | 34.79%-29.9pp | 30.89%-26.0pp | 302.83%-298.0pp |
| Employer contribution / active EE | $18,750 | $4,103+357.0% | $3,418+448.6% | $4,761+293.8% |
| Participant deferral / active EE | $9,750 | $6,674+46.1% | $6,270+55.5% | $5,982+63.0% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |