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 | $72,400-44.2% | $67,502-40.1% | $145,922-72.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.35% | 7182.46%-7175.1pp | 3512.12%-3504.8pp | 561.29%-553.9pp |
| Employer contribution / active EE | $4,878 | $3,069+58.9% | $2,731+78.6% | $4,660+4.7% |
| Participant deferral / active EE | $15,250 | $4,783+218.8% | $4,000+281.3% | $6,688+128.0% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |