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 5-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 | $25,618 | $49,173-47.9% | $121,098-78.8% | $75,163-65.9% |
| Participation rate | 92.0% | 55.4%+36.6pp | 69.5%+22.5pp | 67.2%+24.8pp |
| Annual return | 4.70% | 55.99%-51.3pp | 985.75%-981.0pp | 160.62%-155.9pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,728 | $2,628+3.8% | $4,080-33.1% | $4,125-33.9% |
| Admin fee / account holder | $16 | $3,942-99.6% | $5,644-99.7% | $5,651-99.7% |