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 7-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 | $35,572 | $115,770-69.3% | $101,248-64.9% | $158,922-77.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.18% | 56.14%-51.0pp | 46.47%-41.3pp | 302.83%-297.6pp |
| Employer contribution / active EE | $2,609 | $4,175-37.5% | $3,660-28.7% | $4,761-45.2% |
| Participant deferral / active EE | $12,384 | $4,957+149.8% | $4,370+183.4% | $5,982+107.0% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |