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 | $127,355 | $111,724+14.0% | $93,606+36.1% | $145,922-12.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.98% | 202.98%-198.0pp | 133.20%-128.2pp | 561.29%-556.3pp |
| Employer contribution / active EE | $2,800 | $3,090-9.4% | $2,420+15.7% | $4,660-39.9% |
| Participant deferral / active EE | $25,000 | $4,912+409.0% | $4,411+466.7% | $6,688+273.8% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |