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 | $98,207 | $74,888+31.1% | $71,209+37.9% | $142,382-31.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.84% | 345.14%-333.3pp | 282.51%-270.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,388 | $2,854-16.3% | $2,721-12.2% | $4,299-44.5% |
| Participant deferral / active EE | $17,418 | $4,454+291.0% | $4,175+317.2% | $6,507+167.7% |
| Admin fee / account holder | $98 | $5,568-98.2% | $5,349-98.2% | $12,624-99.2% |