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 | $40,410 | $72,396-44.2% | $67,511-40.1% | $145,959-72.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.35% | 7194.07%-7186.7pp | 3517.41%-3510.1pp | 561.95%-554.6pp |
| Employer contribution / active EE | $4,878 | $3,071+58.8% | $2,733+78.5% | $4,661+4.6% |
| Participant deferral / active EE | $15,250 | $4,781+218.9% | $4,000+281.2% | $6,689+128.0% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |