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 | $19,397 | $109,817-82.3% | $98,442-80.3% | $167,490-88.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 5.74% | 1956.69%-1951.0pp | 1492.73%-1487.0pp | 478.56%-472.8pp |
| Employer contribution / active EE | $7,078 | $3,224+119.6% | $2,960+139.1% | $4,837+46.3% |
| Participant deferral / active EE | $7,074 | $4,673+51.4% | $4,276+65.4% | $6,341+11.6% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |