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 | $234,709 | $192,717+21.8% | $142,449+64.8% | $139,434+68.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 4.61% | 17.99%-13.4pp | 19.99%-15.4pp | 372.94%-368.3pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $30,000 | $7,208+316.2% | $6,283+377.5% | $6,710+347.1% |
| Admin fee / account holder | $0 | $15,124-100.0% | $10,011-100.0% | $11,403-100.0% |