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 | $45,501 | $47,848-4.9% | $81,478-44.2% | $70,131-35.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 8.18% | 27.25%-19.1pp | 38.78%-30.6pp | 73.14%-65.0pp |
| Employer contribution / active EE | $3,738 | $1,527+144.8% | $2,568+45.6% | $2,342+59.6% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $264 | $3,145-91.6% | $4,561-94.2% | $4,645-94.3% |