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 | $65,045 | $96,305-32.5% | $80,569-19.3% | $139,434-53.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 6.80% | 1350.08%-1343.3pp | 935.43%-928.6pp | 372.94%-366.1pp |
| Employer contribution / active EE | $4,800 | $3,262+47.1% | $2,723+76.2% | $4,751+1.0% |
| Participant deferral / active EE | $28,125 | $5,232+437.6% | $4,447+532.4% | $6,710+319.1% |
| Admin fee / account holder | $140 | $6,599-97.9% | $5,377-97.4% | $11,403-98.8% |