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 | $138,309 | $114,047+21.3% | $96,139+43.9% | $167,490-17.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 3.31% | 189.88%-186.6pp | 191.94%-188.6pp | 478.56%-475.3pp |
| Employer contribution / active EE | $33,593 | $3,427+880.3% | $2,797+1101.1% | $4,837+594.4% |
| Participant deferral / active EE | $19,000 | $5,194+265.8% | $4,349+336.9% | $6,341+199.6% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |