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 | $31,203 | $104,664-70.2% | $85,682-63.6% | $167,490-81.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 1.97% | 21.45%-19.5pp | 21.49%-19.5pp | 478.56%-476.6pp |
| Employer contribution / active EE | $1,212 | $3,337-63.7% | $2,618-53.7% | $4,837-74.9% |
| Participant deferral / active EE | $18,200 | $4,824+277.2% | $3,923+364.0% | $6,341+187.0% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |