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 | $221,073 | $76,738+188.1% | $56,411+291.9% | $145,922+51.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -1.60% | 2994.23%-2995.8pp | 1701.33%-1702.9pp | 561.29%-562.9pp |
| Employer contribution / active EE | $1,704 | $1,380+23.5% | $1,039+64.0% | $4,660-63.4% |
| Participant deferral / active EE | $2,044 | $2,623-22.1% | $1,952+4.7% | $6,688-69.4% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |