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 | $225,083 | $102,966+118.6% | $90,281+149.3% | $152,861+47.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 3.78% | 95.16%-91.4pp | 78.10%-74.3pp | 345.32%-341.5pp |
| Employer contribution / active EE | $7,760 | $3,139+147.2% | $2,854+171.8% | $4,762+62.9% |
| Participant deferral / active EE | $1,053 | $4,281-75.4% | $3,885-72.9% | $5,850-82.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |