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 | $177,874 | $76,738+131.8% | $56,411+215.3% | $145,922+21.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 0.74% | 2994.23%-2993.5pp | 1701.33%-1700.6pp | 561.29%-560.5pp |
| Employer contribution / active EE | $375 | $1,380-72.8% | $1,039-63.9% | $4,660-92.0% |
| Participant deferral / active EE | $1,231 | $2,623-53.1% | $1,952-37.0% | $6,688-81.6% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |