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 | $200,528 | $105,998+89.2% | $92,233+117.4% | $147,584+35.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.40% | 50.05%-43.6pp | 176.28%-169.9pp | 578.55%-572.1pp |
| Employer contribution / active EE | $1,600 | $4,333-63.1% | $3,679-56.5% | $4,876-67.2% |
| Participant deferral / active EE | $24,000 | $4,478+436.0% | $3,897+515.9% | $5,439+341.3% |
| Admin fee / account holder | $160 | $6,332-97.5% | $5,194-96.9% | $10,885-98.5% |