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 | $22,697 | $111,814-79.7% | $103,374-78.0% | $145,959-84.4% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 8.95% | 24.77%-15.8pp | 24.89%-15.9pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,338 | $4,214-68.2% | $3,869-65.4% | $4,661-71.3% |
| Participant deferral / active EE | $7,285 | $5,618+29.7% | $5,058+44.0% | $6,689+8.9% |
| Admin fee / account holder | $36 | $9,754-99.6% | $8,394-99.6% | $13,398-99.7% |