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 8-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 | $87,777 | $96,635-9.2% | $86,612+1.3% | $139,434-37.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.36% | 106.41%-96.1pp | 591.07%-580.7pp | 372.94%-362.6pp |
| Employer contribution / active EE | $11,683 | $3,263+258.1% | $3,022+286.5% | $4,751+145.9% |
| Participant deferral / active EE | $8,408 | $4,836+73.9% | $4,438+89.5% | $6,710+25.3% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |