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 9-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 | $51,639 | $152,587-66.2% | $125,175-58.7% | $152,861-66.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 5.63% | 54.84%-49.2pp | 43.79%-38.2pp | 345.32%-339.7pp |
| Employer contribution / active EE | $2,139 | $4,946-56.8% | $3,865-44.7% | $4,762-55.1% |
| Participant deferral / active EE | $16,667 | $5,868+184.0% | $4,937+237.6% | $5,850+184.9% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |