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 | $27,771 | $121,625-77.2% | $104,607-73.5% | $158,922-82.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.77% | 465.26%-464.5pp | 340.46%-339.7pp | 302.83%-302.1pp |
| Employer contribution / active EE | $16,126 | $3,163+409.9% | $2,681+501.6% | $4,761+238.7% |
| Participant deferral / active EE | $10,385 | $4,177+148.6% | $3,740+177.7% | $5,982+73.6% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |