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 | $54,547 | $61,774-11.7% | $97,226-43.9% | $80,856-32.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 3.86% | -557.90%+561.8pp | 75.13%-71.3pp | 35.59%-31.7pp |
| Employer contribution / active EE | $14,791 | $1,837+705.4% | $2,729+442.1% | $2,755+436.9% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6 | $5,166-99.9% | $5,654-99.9% | $6,918-99.9% |