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 4-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 | $41,443 | $96,635-57.1% | $86,612-52.2% | $139,434-70.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.49% | 106.41%-95.9pp | 591.07%-580.6pp | 372.94%-362.5pp |
| Employer contribution / active EE | $6,750 | $3,263+106.9% | $3,022+123.3% | $4,751+42.1% |
| Participant deferral / active EE | $16,500 | $4,836+241.2% | $4,438+271.8% | $6,710+145.9% |
| Admin fee / account holder | $128 | $6,408-98.0% | $5,614-97.7% | $11,403-98.9% |