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 | $184,042 | $150,187+22.5% | $120,354+52.9% | $145,922+26.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 4.14% | 154.07%-149.9pp | 107.15%-103.0pp | 561.29%-557.1pp |
| Employer contribution / active EE | $1,500 | $4,348-65.5% | $3,463-56.7% | $4,660-67.8% |
| Participant deferral / active EE | $25,000 | $6,173+305.0% | $4,991+400.9% | $6,688+273.8% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |