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 3-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 | $5,726 | $81,625-93.0% | $58,482-90.2% | $139,434-95.9% |
| Participation rate | 92.3% | 61.3%+31.0pp | 50.9%+41.5pp | 80.3%+12.0pp |
| Annual return | 3.27% | 7404.20%-7400.9pp | 4239.32%-4236.0pp | 372.94%-369.7pp |
| Employer contribution / active EE | $2,049 | $1,398+46.5% | $1,053+94.5% | $4,751-56.9% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |