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 | $18,985 | $109,982-82.7% | $97,226-80.5% | $145,922-87.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 2.95% | 242.90%-240.0pp | 75.13%-72.2pp | 561.29%-558.3pp |
| Employer contribution / active EE | $1,816 | $3,084-41.1% | $2,729-33.4% | $4,660-61.0% |
| Participant deferral / active EE | $4,002 | $4,676-14.4% | $4,264-6.1% | $6,688-40.2% |
| Admin fee / account holder | $270 | $6,221-95.7% | $5,654-95.2% | $13,397-98.0% |