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 | $64,750 | $74,888-13.5% | $71,209-9.1% | $142,382-54.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.42% | 345.14%-335.7pp | 282.51%-273.1pp | 217.08%-207.7pp |
| Employer contribution / active EE | $2,466 | $2,854-13.6% | $2,721-9.4% | $4,299-42.6% |
| Participant deferral / active EE | $3,833 | $4,454-13.9% | $4,175-8.2% | $6,507-41.1% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |