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 4-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 | $84,713 | $156,846-46.0% | $121,098-30.0% | $139,434-39.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 6.43% | 1474.56%-1468.1pp | 985.75%-979.3pp | 372.94%-366.5pp |
| Employer contribution / active EE | $23,093 | $5,536+317.1% | $4,164+454.6% | $4,751+386.1% |
| Participant deferral / active EE | $16,191 | $4,844+234.2% | $4,080+296.9% | $6,710+141.3% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |