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 8-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 | $31,647 | $72,400-56.3% | $67,502-53.1% | $145,922-78.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.15% | 7182.46%-7173.3pp | 3512.12%-3503.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $6,842 | $3,069+122.9% | $2,731+150.5% | $4,660+46.8% |
| Participant deferral / active EE | $3,579 | $4,783-25.2% | $4,000-10.5% | $6,688-46.5% |
| Admin fee / account holder | $286 | $5,539-94.8% | $3,998-92.8% | $13,397-97.9% |