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 | $44,502 | $104,664-57.5% | $85,682-48.1% | $167,490-73.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 8.33% | 21.45%-13.1pp | 21.49%-13.2pp | 478.56%-470.2pp |
| Employer contribution / active EE | $10,935 | $3,337+227.7% | $2,618+317.6% | $4,837+126.0% |
| Participant deferral / active EE | $5,107 | $4,824+5.9% | $3,923+30.2% | $6,341-19.5% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |