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 7-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 | $17,066 | $104,664-83.7% | $85,682-80.1% | $167,490-89.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 5.00% | 21.45%-16.4pp | 21.49%-16.5pp | 478.56%-473.6pp |
| Employer contribution / active EE | $3,044 | $3,337-8.8% | $2,618+16.2% | $4,837-37.1% |
| Participant deferral / active EE | $4,650 | $4,824-3.6% | $3,923+18.5% | $6,341-26.7% |
| Admin fee / account holder | $227 | $10,032-97.7% | $6,873-96.7% | $12,309-98.2% |