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 | $16,612 | $74,888-77.8% | $71,209-76.7% | $142,382-88.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.02% | 345.14%-334.1pp | 282.51%-271.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,685 | $2,854-41.0% | $2,721-38.1% | $4,299-60.8% |
| Participant deferral / active EE | $867 | $4,454-80.5% | $4,175-79.2% | $6,507-86.7% |
| Admin fee / account holder | $247 | $5,568-95.6% | $5,349-95.4% | $12,624-98.0% |