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 | $142,266 | $107,334+32.5% | $92,893+53.2% | $152,861-6.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.10% | 145.58%-133.5pp | 109.41%-97.3pp | 345.32%-333.2pp |
| Employer contribution / active EE | $3,176 | $4,221-24.8% | $3,653-13.1% | $4,762-33.3% |
| Participant deferral / active EE | $21,500 | $4,845+343.8% | $4,236+407.5% | $5,850+267.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |