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 | $105,100 | $100,041+5.1% | $149,718-29.8% | $70,131+49.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.34% | 27.43%-17.1pp | 1501.63%-1491.3pp | 73.14%-62.8pp |
| Employer contribution / active EE | $17,735 | $3,662+384.4% | $5,445+225.7% | $2,342+657.1% |
| Participant deferral / active EE | $15,972 | $4,983+220.6% | $6,569+143.1% | $3,332+379.4% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |