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 6-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 | $245,000 | $185,822+31.8% | $169,993+44.1% | $139,434+75.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $43,500 | $7,590+473.1% | $6,785+541.1% | $4,751+815.6% |
| Participant deferral / active EE | $25,500 | $11,622+119.4% | $10,408+145.0% | $6,710+280.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |