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 | $36,908 | $150,187-75.4% | $120,354-69.3% | $145,922-74.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 4.76% | 154.07%-149.3pp | 107.15%-102.4pp | 561.29%-556.5pp |
| Employer contribution / active EE | $2,466 | $4,348-43.3% | $3,463-28.8% | $4,660-47.1% |
| Participant deferral / active EE | $16,200 | $6,173+162.4% | $4,991+224.6% | $6,688+142.2% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |