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 | $181,316 | $102,966+76.1% | $90,281+100.8% | $152,861+18.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.93% | 95.16%-88.2pp | 78.10%-71.2pp | 345.32%-338.4pp |
| Employer contribution / active EE | $6,996 | $3,139+122.9% | $2,854+145.1% | $4,762+46.9% |
| Participant deferral / active EE | $6,996 | $4,281+63.4% | $3,885+80.1% | $5,850+19.6% |
| Admin fee / account holder | $7 | $6,171-99.9% | $5,351-99.9% | $11,596-99.9% |