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 | $39,026 | $152,587-74.4% | $125,175-68.8% | $152,861-74.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 0.91% | 54.84%-53.9pp | 43.79%-42.9pp | 345.32%-344.4pp |
| Employer contribution / active EE | $18,333 | $4,946+270.6% | $3,865+374.3% | $4,762+285.0% |
| Participant deferral / active EE | $6,288 | $5,868+7.2% | $4,937+27.4% | $5,850+7.5% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |