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 | $17,165 | $105,998-83.8% | $92,233-81.4% | $147,584-88.4% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 6.31% | 50.05%-43.7pp | 176.28%-170.0pp | 578.55%-572.2pp |
| Employer contribution / active EE | $1,880 | $4,333-56.6% | $3,679-48.9% | $4,876-61.5% |
| Participant deferral / active EE | $6,222 | $4,478+38.9% | $3,897+59.7% | $5,439+14.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |