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 | $36,918 | $100,773-63.4% | $88,946-58.5% | $142,382-74.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 9.53% | 70.18%-60.6pp | 57.82%-48.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $3,652 | $2,918+25.2% | $2,555+42.9% | $4,299-15.1% |
| Participant deferral / active EE | $11,391 | $5,230+117.8% | $4,581+148.6% | $6,507+75.0% |
| Admin fee / account holder | $201 | $9,693-97.9% | $8,261-97.6% | $12,624-98.4% |