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 9-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 | $22,742 | $65,365-65.2% | $92,893-75.5% | $72,985-68.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 6.37% | 42.10%-35.7pp | 109.41%-103.0pp | 81.00%-74.6pp |
| Employer contribution / active EE | $3,752 | $2,594+44.6% | $3,653+2.7% | $2,440+53.8% |
| Participant deferral / active EE | $6,592 | $3,128+110.7% | $4,236+55.6% | $3,607+82.7% |
| Admin fee / account holder | $87 | $4,251-98.0% | $5,794-98.5% | $5,124-98.3% |