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 6-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 | $19,555 | $124,281-84.3% | $109,143-82.1% | $167,490-88.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.40% | 26.04%-22.6pp | 25.75%-22.3pp | 478.56%-475.2pp |
| Employer contribution / active EE | $7,567 | $4,207+79.9% | $3,722+103.3% | $4,837+56.4% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $66 | $7,970-99.2% | $6,752-99.0% | $12,309-99.5% |