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 7-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 | $31,389 | $105,998-70.4% | $92,233-66.0% | $147,584-78.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.23% | 50.05%-40.8pp | 176.28%-167.1pp | 578.55%-569.3pp |
| Employer contribution / active EE | $833 | $4,333-80.8% | $3,679-77.4% | $4,876-82.9% |
| Participant deferral / active EE | $6,938 | $4,478+54.9% | $3,897+78.0% | $5,439+27.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |