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 7-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 | $86,945 | $116,175-25.2% | $93,606-7.1% | $152,861-43.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 1.89% | 35.96%-34.1pp | 32.76%-30.9pp | 345.32%-343.4pp |
| Employer contribution / active EE | $31,934 | $3,218+892.3% | $2,718+1074.9% | $4,762+570.6% |
| Participant deferral / active EE | $17,651 | $4,603+283.4% | $4,069+333.8% | $5,850+201.7% |
| Admin fee / account holder | $32 | $10,748-99.7% | $7,888-99.6% | $11,596-99.7% |