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 | $27,518 | $81,632-66.3% | $70,449-60.9% | $158,922-82.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 2.83% | 208.40%-205.6pp | 109.03%-106.2pp | 302.83%-300.0pp |
| Employer contribution / active EE | $1,833 | $3,217-43.0% | $2,737-33.0% | $4,761-61.5% |
| Participant deferral / active EE | $2,265 | $4,554-50.3% | $3,709-38.9% | $5,982-62.1% |
| Admin fee / account holder | $104 | $6,193-98.3% | $3,845-97.3% | $11,246-99.1% |