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 | $33,265 | $109,817-69.7% | $98,442-66.2% | $167,490-80.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.05% | 1956.69%-1948.6pp | 1492.73%-1484.7pp | 478.56%-470.5pp |
| Employer contribution / active EE | $5,662 | $3,224+75.6% | $2,960+91.3% | $4,837+17.0% |
| Participant deferral / active EE | $975 | $4,673-79.1% | $4,276-77.2% | $6,341-84.6% |
| Admin fee / account holder | $99 | $6,753-98.5% | $5,949-98.3% | $12,309-99.2% |