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 | $101,246 | $226,064-55.2% | $182,532-44.5% | $152,861-33.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 7.72% | 192.51%-184.8pp | 148.54%-140.8pp | 345.32%-337.6pp |
| Employer contribution / active EE | $18,373 | $4,978+269.0% | $4,076+350.7% | $4,762+285.8% |
| Participant deferral / active EE | $2,000 | $6,368-68.6% | $5,524-63.8% | $5,850-65.8% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |