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 10-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 | $123,242 | $100,852+22.2% | $90,404+36.3% | $158,922-22.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.77% | 1724.20%-1719.4pp | 1293.02%-1288.2pp | 302.83%-298.1pp |
| Employer contribution / active EE | $9,459 | $3,689+156.4% | $3,262+190.0% | $4,761+98.7% |
| Participant deferral / active EE | $14,513 | $4,348+233.8% | $3,963+266.2% | $5,982+142.6% |
| Admin fee / account holder | $17 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |