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 4-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 | $49,681 | $106,515-53.4% | $96,683-48.6% | $139,434-64.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 1.61% | 38.43%-36.8pp | 35.69%-34.1pp | 372.94%-371.3pp |
| Employer contribution / active EE | $8,822 | $4,103+115.0% | $3,737+136.1% | $4,751+85.7% |
| Participant deferral / active EE | $30,000 | $5,454+450.1% | $4,878+515.0% | $6,710+347.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |