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 9-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 | $43,885 | $105,998-58.6% | $92,233-52.4% | $147,584-70.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.41% | 50.05%-43.6pp | 176.28%-169.9pp | 578.55%-572.1pp |
| Employer contribution / active EE | $1,606 | $4,333-62.9% | $3,679-56.3% | $4,876-67.1% |
| Participant deferral / active EE | $22,667 | $4,478+406.2% | $3,897+481.7% | $5,439+316.8% |
| Admin fee / account holder | $23 | $6,332-99.6% | $5,194-99.6% | $10,885-99.8% |