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 | $118,931 | $110,257+7.9% | $96,544+23.2% | $139,434-14.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 2.99% | 26.32%-23.3pp | 25.84%-22.9pp | 372.94%-370.0pp |
| Employer contribution / active EE | $15,240 | $3,620+321.0% | $2,965+414.0% | $4,751+220.8% |
| Participant deferral / active EE | $27,500 | $5,548+395.7% | $4,851+466.9% | $6,710+309.8% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |