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 10-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 | $14,117 | $101,069-86.0% | $81,478-82.7% | $147,584-90.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 7.02% | 32.40%-25.4pp | 38.78%-31.8pp | 578.55%-571.5pp |
| Employer contribution / active EE | $7,000 | $3,205+118.4% | $2,568+172.6% | $4,876+43.6% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $31 | $5,812-99.5% | $4,561-99.3% | $10,885-99.7% |