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 | $177,425 | $96,305+84.2% | $80,569+120.2% | $139,434+27.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 2.56% | 1350.08%-1347.5pp | 935.43%-932.9pp | 372.94%-370.4pp |
| Employer contribution / active EE | $975 | $3,262-70.1% | $2,723-64.2% | $4,751-79.5% |
| Participant deferral / active EE | $15,000 | $5,232+186.7% | $4,447+237.3% | $6,710+123.5% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |