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 | $38,436 | $102,317-62.4% | $146,958-73.8% | $80,856-52.5% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 3.98% | 134.76%-130.8pp | 418.34%-414.4pp | 35.59%-31.6pp |
| Employer contribution / active EE | $9,102 | $3,713+145.1% | $4,933+84.5% | $2,755+230.4% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $167 | $7,941-97.9% | $12,998-98.7% | $6,918-97.6% |