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 | $22,684 | $158,398-85.7% | $126,539-82.1% | $142,382-84.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 0.83% | 593.76%-592.9pp | 425.95%-425.1pp | 217.08%-216.2pp |
| Employer contribution / active EE | $10,083 | $4,650+116.9% | $3,674+174.5% | $4,299+134.5% |
| Participant deferral / active EE | $1,578 | $4,767-66.9% | $4,083-61.4% | $6,507-75.8% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |