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 5-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 | $116,057 | $69,207+67.7% | $64,056+81.2% | $139,434-16.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.17% | 45.88%-37.7pp | 33.69%-25.5pp | 372.94%-364.8pp |
| Employer contribution / active EE | $6,000 | $3,182+88.6% | $2,747+118.5% | $4,751+26.3% |
| Participant deferral / active EE | $30,000 | $4,682+540.8% | $3,880+673.2% | $6,710+347.1% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |