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 7-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 | $57,729 | $176,662-67.3% | $130,648-55.8% | $152,861-62.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 4.54% | 2692.24%-2687.7pp | 1708.96%-1704.4pp | 345.32%-340.8pp |
| Employer contribution / active EE | $23,297 | $5,742+305.7% | $4,092+469.4% | $4,762+389.2% |
| Participant deferral / active EE | $33 | $4,361-99.2% | $3,603-99.1% | $5,850-99.4% |
| Admin fee / account holder | $110 | $7,133-98.5% | $5,464-98.0% | $11,596-99.1% |