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 | $23,268 | $102,966-77.4% | $90,281-74.2% | $152,861-84.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 2.05% | 95.16%-93.1pp | 78.10%-76.0pp | 345.32%-343.3pp |
| Employer contribution / active EE | $7,724 | $3,139+146.1% | $2,854+170.6% | $4,762+62.2% |
| Participant deferral / active EE | $5,900 | $4,281+37.8% | $3,885+51.8% | $5,850+0.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |