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 | $45,367 | $89,753-49.5% | $107,525-57.8% | $84,808-46.5% |
| Participation rate | 98.9% | 68.1%+30.8pp | 75.1%+23.8pp | 68.3%+30.6pp |
| Annual return | 4.25% | 29.48%-25.2pp | 181.32%-177.1pp | 40.90%-36.6pp |
| Employer contribution / active EE | $15,909 | $3,113+411.0% | $3,754+323.8% | $2,631+504.7% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $297 | $7,222-95.9% | $8,919-96.7% | $7,344-96.0% |