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 | $71,033 | $70,606+0.6% | $53,898+31.8% | $142,382-50.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 0.72% | 619.81%-619.1pp | 528.60%-527.9pp | 217.08%-216.4pp |
| Employer contribution / active EE | $321 | $1,202-73.3% | $932-65.6% | $4,299-92.5% |
| Participant deferral / active EE | $237 | $2,364-90.0% | $1,826-87.1% | $6,507-96.4% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |