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 | $20,902 | $112,881-81.5% | $90,951-77.0% | $158,922-86.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.20% | 215.79%-215.6pp | 134.60%-134.4pp | 302.83%-302.6pp |
| Employer contribution / active EE | $1,213 | $2,893-58.1% | $2,122-42.9% | $4,761-74.5% |
| Participant deferral / active EE | $2,257 | $4,128-45.3% | $3,373-33.1% | $5,982-62.3% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |