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 4-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 | $5,272 | $74,888-93.0% | $71,209-92.6% | $142,382-96.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.81% | 345.14%-334.3pp | 282.51%-271.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $807 | $2,854-71.7% | $2,721-70.3% | $4,299-81.2% |
| Participant deferral / active EE | $3,131 | $4,454-29.7% | $4,175-25.0% | $6,507-51.9% |
| Admin fee / account holder | $276 | $5,568-95.0% | $5,349-94.8% | $12,624-97.8% |