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 | $13,697 | $114,047-88.0% | $96,139-85.8% | $167,490-91.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 7.65% | 189.88%-182.2pp | 191.94%-184.3pp | 478.56%-470.9pp |
| Employer contribution / active EE | $3,446 | $3,427+0.5% | $2,797+23.2% | $4,837-28.8% |
| Participant deferral / active EE | $8,001 | $5,194+54.0% | $4,349+84.0% | $6,341+26.2% |
| Admin fee / account holder | $142 | $6,897-97.9% | $5,537-97.4% | $12,309-98.8% |