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 7-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 | $33,259 | $65,703-49.4% | $94,224-64.7% | $59,632-44.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -3.19% | 5.22%-8.4pp | 10.68%-13.9pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $10,231 | $2,021+406.4% | $3,587+185.3% | $2,203+364.5% |
| Participant deferral / active EE | $5,582 | $3,143+77.6% | $4,320+29.2% | $3,192+74.9% |
| Admin fee / account holder | $0 | $4,264-100.0% | $6,269-100.0% | $4,297-100.0% |