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 | $108,267 | $96,305+12.4% | $80,569+34.4% | $139,434-22.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 8.98% | 1350.08%-1341.1pp | 935.43%-926.4pp | 372.94%-364.0pp |
| Employer contribution / active EE | $3,040 | $3,262-6.8% | $2,723+11.6% | $4,751-36.0% |
| Participant deferral / active EE | $9,525 | $5,232+82.1% | $4,447+114.2% | $6,710+42.0% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |