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 | $20,114 | $127,264-84.2% | $109,895-81.7% | $167,490-88.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 3.85% | 22.97%-19.1pp | 29.45%-25.6pp | 478.56%-474.7pp |
| Employer contribution / active EE | $7,922 | $3,322+138.4% | $2,842+178.7% | $4,837+63.8% |
| Participant deferral / active EE | $7,175 | $4,514+58.9% | $4,048+77.3% | $6,341+13.1% |
| Admin fee / account holder | $225 | $7,114-96.8% | $6,066-96.3% | $12,309-98.2% |