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 5-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 | $96,897 | $68,346+41.8% | $94,646+2.4% | $75,163+28.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | -4.43% | 616.93%-621.4pp | 156.71%-161.1pp | 160.62%-165.1pp |
| Employer contribution / active EE | $18,772 | $2,701+595.1% | $3,672+411.2% | $2,670+603.1% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,418-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $5,326-100.0% | $7,231-100.0% | $5,651-100.0% |