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 4-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 | $72,218 | $177,572-59.3% | $154,803-53.3% | $142,382-49.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -0.69% | 65.07%-65.8pp | 58.88%-59.6pp | 217.08%-217.8pp |
| Employer contribution / active EE | $21,330 | $4,810+343.4% | $4,305+395.4% | $4,299+396.1% |
| Participant deferral / active EE | $7,896 | $6,272+25.9% | $5,540+42.5% | $6,507+21.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |