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 9-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 | $52,253 | $99,020-47.2% | $86,590-39.7% | $147,584-64.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.64% | 1312.34%-1311.7pp | 964.84%-964.2pp | 578.55%-577.9pp |
| Employer contribution / active EE | $26,422 | $3,132+743.6% | $2,839+830.6% | $4,876+441.8% |
| Participant deferral / active EE | $14,088 | $3,972+254.7% | $3,609+290.4% | $5,439+159.0% |
| Admin fee / account holder | $5 | $5,710-99.9% | $4,906-99.9% | $10,885-100.0% |