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 | $44,538 | $96,484-53.8% | $75,886-41.3% | $152,861-70.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 5.34% | 33.98%-28.6pp | 30.76%-25.4pp | 345.32%-340.0pp |
| Employer contribution / active EE | $15,977 | $3,309+382.8% | $2,500+539.0% | $4,762+235.5% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $222 | $8,078-97.3% | $5,418-95.9% | $11,596-98.1% |