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 6-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 | $59,043 | $118,849-50.3% | $96,562-38.9% | $167,490-64.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 5.38% | 50.49%-45.1pp | 37.78%-32.4pp | 478.56%-473.2pp |
| Employer contribution / active EE | $14,223 | $3,120+355.9% | $2,356+503.6% | $4,837+194.0% |
| Participant deferral / active EE | $15,600 | $4,616+238.0% | $3,849+305.3% | $6,341+146.0% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |