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 | $11,061 | $88,751-87.5% | $81,812-86.5% | $145,922-92.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.42% | 1025.40%-1017.0pp | 773.79%-765.4pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,042 | $3,083-33.8% | $2,912-29.9% | $4,660-56.2% |
| Participant deferral / active EE | $3,363 | $4,643-27.6% | $4,319-22.1% | $6,688-49.7% |
| Admin fee / account holder | $172 | $8,415-98.0% | $7,386-97.7% | $13,397-98.7% |