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 | $114,022 | $96,635+18.0% | $86,612+31.6% | $139,434-18.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.77% | 106.41%-96.6pp | 591.07%-581.3pp | 372.94%-363.2pp |
| Employer contribution / active EE | $2,457 | $3,263-24.7% | $3,022-18.7% | $4,751-48.3% |
| Participant deferral / active EE | $3,611 | $4,836-25.3% | $4,438-18.6% | $6,710-46.2% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |