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 7-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 | $106,394 | $102,317+4.0% | $146,958-27.6% | $80,856+31.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.98% | 134.76%-124.8pp | 418.34%-408.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,473 | $3,713-33.4% | $4,933-49.9% | $2,755-10.2% |
| Participant deferral / active EE | $4,820 | $6,644-27.4% | $8,070-40.3% | $4,296+12.2% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |