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 | $96,282 | $111,754-13.8% | $103,333-6.8% | $145,922-34.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.67% | 24.77%-23.1pp | 24.88%-23.2pp | 561.29%-559.6pp |
| Employer contribution / active EE | $23,855 | $4,212+466.3% | $3,868+516.8% | $4,660+412.0% |
| Participant deferral / active EE | $11,500 | $5,619+104.7% | $5,057+127.4% | $6,688+72.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |