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 | $21,536 | $73,933-70.9% | $96,683-77.7% | $75,163-71.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 12.59% | 26.70%-14.1pp | 35.69%-23.1pp | 160.62%-148.0pp |
| Employer contribution / active EE | $6,724 | $2,928+129.7% | $3,737+79.9% | $2,670+151.9% |
| Participant deferral / active EE | $3,582 | $3,659-2.1% | $4,878-26.6% | $4,125-13.2% |
| Admin fee / account holder | $236 | $5,216-95.5% | $6,730-96.5% | $5,651-95.8% |