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 5-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 | $23,680 | $106,515-77.8% | $96,683-75.5% | $139,434-83.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.12% | 38.43%-31.3pp | 35.69%-28.6pp | 372.94%-365.8pp |
| Employer contribution / active EE | $5,683 | $4,103+38.5% | $3,737+52.1% | $4,751+19.6% |
| Participant deferral / active EE | $4,027 | $5,454-26.2% | $4,878-17.5% | $6,710-40.0% |
| Admin fee / account holder | $115 | $7,877-98.5% | $6,730-98.3% | $11,403-99.0% |