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 6-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 | $49,947 | $124,281-59.8% | $109,143-54.2% | $167,490-70.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.99% | 26.04%-25.1pp | 25.75%-24.8pp | 478.56%-477.6pp |
| Employer contribution / active EE | $8,228 | $4,207+95.6% | $3,722+121.1% | $4,837+70.1% |
| Participant deferral / active EE | $16,667 | $5,255+217.1% | $4,653+258.2% | $6,341+162.8% |
| Admin fee / account holder | $5 | $7,970-99.9% | $6,752-99.9% | $12,309-100.0% |