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 | $53,239 | $73,933-28.0% | $96,683-44.9% | $75,163-29.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 2.37% | 26.70%-24.3pp | 35.69%-33.3pp | 160.62%-158.2pp |
| Employer contribution / active EE | $14,706 | $2,928+402.3% | $3,737+293.5% | $2,670+450.8% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $175 | $5,216-96.6% | $6,730-97.4% | $5,651-96.9% |