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 8-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 | $114,224 | $111,535+2.4% | $105,223+8.6% | $137,256-16.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 0.05% | 237.85%-237.8pp | 180.65%-180.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $6,347 | $3,939+61.1% | $3,689+72.1% | $4,156+52.7% |
| Participant deferral / active EE | $10,035 | $5,500+82.5% | $5,072+97.9% | $6,407+56.6% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |