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 | $38,519 | $102,317-62.4% | $146,958-73.8% | $80,856-52.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.81% | 134.76%-124.9pp | 418.34%-408.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $8,632 | $3,713+132.5% | $4,933+75.0% | $2,755+213.3% |
| Participant deferral / active EE | $8,975 | $6,644+35.1% | $8,070+11.2% | $4,296+108.9% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |