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 | $23,751 | $73,515-67.7% | $62,995-62.3% | $147,584-83.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.57% | 175.43%-166.9pp | 87.57%-79.0pp | 578.55%-570.0pp |
| Employer contribution / active EE | $3,115 | $3,320-6.2% | $2,759+12.9% | $4,876-36.1% |
| Participant deferral / active EE | $1,238 | $4,185-70.4% | $3,329-62.8% | $5,439-77.2% |
| Admin fee / account holder | $23 | $5,953-99.6% | $3,600-99.4% | $10,885-99.8% |