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 7-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 | $29,104 | $93,571-68.9% | $135,903-78.6% | $75,163-61.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 5.24% | 30.90%-25.7pp | 68.23%-63.0pp | 160.62%-155.4pp |
| Employer contribution / active EE | $8,271 | $3,537+133.9% | $4,856+70.3% | $2,670+209.8% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $88 | $6,975-98.7% | $10,762-99.2% | $5,651-98.4% |