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 | $39,295 | $104,907-62.5% | $84,611-53.6% | $152,861-74.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 7.61% | 373.79%-366.2pp | 258.74%-251.1pp | 345.32%-337.7pp |
| Employer contribution / active EE | $24,533 | $3,302+643.1% | $2,652+825.0% | $4,762+415.1% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $124 | $6,241-98.0% | $4,912-97.5% | $11,596-98.9% |