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 | $12,626 | $72,400-82.6% | $67,502-81.3% | $145,922-91.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.44% | 7182.46%-7175.0pp | 3512.12%-3504.7pp | 561.29%-553.8pp |
| Employer contribution / active EE | $1,929 | $3,069-37.1% | $2,731-29.4% | $4,660-58.6% |
| Participant deferral / active EE | $2,879 | $4,783-39.8% | $4,000-28.0% | $6,688-56.9% |
| Admin fee / account holder | $261 | $5,539-95.3% | $3,998-93.5% | $13,397-98.0% |