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 | $110,062 | $73,515+49.7% | $62,995+74.7% | $147,584-25.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 4.37% | 175.43%-171.1pp | 87.57%-83.2pp | 578.55%-574.2pp |
| Employer contribution / active EE | $6,884 | $3,320+107.3% | $2,759+149.5% | $4,876+41.2% |
| Participant deferral / active EE | $11,577 | $4,185+176.6% | $3,329+247.7% | $5,439+112.9% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |