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 | $76,328 | $169,032-54.8% | $129,207-40.9% | $145,922-47.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.09% | 14330.11%-14327.0pp | 9417.33%-9414.2pp | 561.29%-558.2pp |
| Employer contribution / active EE | $38,660 | $5,537+598.3% | $4,153+830.8% | $4,660+729.7% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $236 | $9,954-97.6% | $7,715-96.9% | $13,397-98.2% |