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 3-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 | $26,801 | $90,348-70.3% | $75,972-64.7% | $145,922-81.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.13% | 620.88%-613.7pp | 359.55%-352.4pp | 561.29%-554.2pp |
| Employer contribution / active EE | $4,430 | $3,311+33.8% | $2,685+65.0% | $4,660-4.9% |
| Participant deferral / active EE | $7,643 | $5,162+48.1% | $4,255+79.6% | $6,688+14.3% |
| Admin fee / account holder | $221 | $8,467-97.4% | $6,467-96.6% | $13,397-98.3% |