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 8-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 | $182,890 | $158,398+15.5% | $126,539+44.5% | $142,382+28.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 5.64% | 593.76%-588.1pp | 425.95%-420.3pp | 217.08%-211.4pp |
| Employer contribution / active EE | $46,309 | $4,650+895.9% | $3,674+1160.4% | $4,299+977.2% |
| Participant deferral / active EE | $3,750 | $4,767-21.3% | $4,083-8.1% | $6,507-42.4% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |