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 9-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 | $35,366 | $171,865-79.4% | $149,718-76.4% | $147,584-76.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.71% | 2113.22%-2112.5pp | 1501.63%-1500.9pp | 578.55%-577.8pp |
| Employer contribution / active EE | $15,192 | $6,275+142.1% | $5,445+179.0% | $4,876+211.5% |
| Participant deferral / active EE | $9,586 | $7,271+31.8% | $6,569+45.9% | $5,439+76.3% |
| Admin fee / account holder | $23 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |