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 9-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 | $13,766 | $59,101-76.7% | $77,163-82.2% | $75,163-81.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 11.09% | 26.71%-15.6pp | 37.87%-26.8pp | 160.62%-149.5pp |
| Employer contribution / active EE | $2,599 | $1,995+30.3% | $2,535+2.5% | $2,670-2.7% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,125-100.0% |
| Admin fee / account holder | $74 | $4,774-98.4% | $5,472-98.6% | $5,651-98.7% |