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 4-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 | $35,376 | $210,408-83.2% | $153,485-77.0% | $145,922-75.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.22% | 13.37%-6.2pp | 15.65%-8.4pp | 561.29%-554.1pp |
| Employer contribution / active EE | $15,679 | $6,048+159.2% | $5,039+211.2% | $4,660+236.5% |
| Participant deferral / active EE | $2,923 | $7,975-63.3% | $6,757-56.7% | $6,688-56.3% |
| Admin fee / account holder | $0 | $19,419-100.0% | $12,724-100.0% | $13,397-100.0% |