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 | $10,995 | $95,561-88.5% | $77,163-85.8% | $139,434-92.1% |
| Participation rate | 91.3% | 73.9%+17.4pp | 69.6%+21.7pp | 80.3%+11.0pp |
| Annual return | 3.08% | 54.92%-51.8pp | 37.87%-34.8pp | 372.94%-369.9pp |
| Employer contribution / active EE | $5,842 | $3,147+85.6% | $2,535+130.5% | $4,751+23.0% |
| Participant deferral / active EE | $1,007 | $4,624-78.2% | $3,833-73.7% | $6,710-85.0% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |