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 9-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 | $33,305 | $102,966-67.7% | $90,281-63.1% | $152,861-78.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 1.73% | 95.16%-93.4pp | 78.10%-76.4pp | 345.32%-343.6pp |
| Employer contribution / active EE | $5,950 | $3,139+89.6% | $2,854+108.4% | $4,762+24.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $83 | $6,171-98.6% | $5,351-98.4% | $11,596-99.3% |