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 8-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 | $48,579 | $106,890-54.6% | $84,015-42.2% | $152,861-68.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 0.46% | 104.99%-104.5pp | 71.31%-70.9pp | 345.32%-344.9pp |
| Employer contribution / active EE | $11,374 | $2,734+316.0% | $1,983+473.4% | $4,762+138.8% |
| Participant deferral / active EE | $5,635 | $4,011+40.5% | $3,239+74.0% | $5,850-3.7% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |