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 4-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 | $9,858 | $110,261-91.1% | $95,745-89.7% | $139,434-92.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.01% | 27.11%-21.1pp | 28.35%-22.3pp | 372.94%-366.9pp |
| Employer contribution / active EE | $1,527 | $3,257-53.1% | $2,835-46.1% | $4,751-67.9% |
| Participant deferral / active EE | $1,875 | $4,676-59.9% | $4,245-55.8% | $6,710-72.1% |
| Admin fee / account holder | $76 | $6,613-98.9% | $5,678-98.7% | $11,403-99.3% |