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 6-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 | $36,296 | $63,346-42.7% | $92,233-60.6% | $70,131-48.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 3.29% | 530.12%-526.8pp | 176.28%-173.0pp | 73.14%-69.8pp |
| Employer contribution / active EE | $1,563 | $2,471-36.8% | $3,679-57.5% | $2,342-33.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $154 | $3,840-96.0% | $5,194-97.0% | $4,645-96.7% |