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 4-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 | $32,841 | $154,117-78.7% | $129,995-74.7% | $139,434-76.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 8.71% | 32.48%-23.8pp | -137.18%+145.9pp | 372.94%-364.2pp |
| Employer contribution / active EE | $22,216 | $5,289+320.0% | $4,320+414.3% | $4,751+367.6% |
| Participant deferral / active EE | $5,256 | $6,710-21.7% | $5,820-9.7% | $6,710-21.7% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |