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 | $36,751 | $109,817-66.5% | $98,442-62.7% | $167,490-78.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.28% | 1956.69%-1949.4pp | 1492.73%-1485.4pp | 478.56%-471.3pp |
| Employer contribution / active EE | $2,738 | $3,224-15.1% | $2,960-7.5% | $4,837-43.4% |
| Participant deferral / active EE | $5,090 | $4,673+8.9% | $4,276+19.0% | $6,341-19.7% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |