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 | $33,918 | $106,890-68.3% | $84,015-59.6% | $152,861-77.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 0.62% | 104.99%-104.4pp | 71.31%-70.7pp | 345.32%-344.7pp |
| Employer contribution / active EE | $760 | $2,734-72.2% | $1,983-61.7% | $4,762-84.0% |
| Participant deferral / active EE | $2,800 | $4,011-30.2% | $3,239-13.6% | $5,850-52.1% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |