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 3-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 | $109,120 | $154,117-29.2% | $129,995-16.1% | $139,434-21.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 4.34% | 32.48%-28.1pp | -137.18%+141.5pp | 372.94%-368.6pp |
| Employer contribution / active EE | $11,520 | $5,289+117.8% | $4,320+166.7% | $4,751+142.5% |
| Participant deferral / active EE | $15,000 | $6,710+123.5% | $5,820+157.7% | $6,710+123.5% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |