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 3-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 | $39,798 | $169,032-76.5% | $129,207-69.2% | $145,922-72.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.85% | 14330.11%-14323.3pp | 9417.33%-9410.5pp | 561.29%-554.4pp |
| Employer contribution / active EE | $10,446 | $5,537+88.7% | $4,153+151.5% | $4,660+124.2% |
| Participant deferral / active EE | $6,344 | $4,987+27.2% | $4,168+52.2% | $6,688-5.1% |
| Admin fee / account holder | $134 | $9,954-98.7% | $7,715-98.3% | $13,397-99.0% |