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 | $15,463 | $177,572-91.3% | $154,803-90.0% | $142,382-89.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.60% | 65.07%-59.5pp | 58.88%-53.3pp | 217.08%-211.5pp |
| Employer contribution / active EE | $1,715 | $4,810-64.3% | $4,305-60.2% | $4,299-60.1% |
| Participant deferral / active EE | $5,253 | $6,272-16.2% | $5,540-5.2% | $6,507-19.3% |
| Admin fee / account holder | $289 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |