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 | $53,599 | $102,966-47.9% | $90,281-40.6% | $152,861-64.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.72% | 95.16%-88.4pp | 78.10%-71.4pp | 345.32%-338.6pp |
| Employer contribution / active EE | $15,881 | $3,139+406.0% | $2,854+456.4% | $4,762+233.5% |
| Participant deferral / active EE | $9,140 | $4,281+113.5% | $3,885+135.2% | $5,850+56.2% |
| Admin fee / account holder | $247 | $6,171-96.0% | $5,351-95.4% | $11,596-97.9% |