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 | $8,805 | $80,717-89.1% | $154,803-94.3% | $84,808-89.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 10.41% | 37.96%-27.5pp | 58.88%-48.5pp | 40.90%-30.5pp |
| Employer contribution / active EE | $839 | $2,761-69.6% | $4,305-80.5% | $2,631-68.1% |
| Participant deferral / active EE | $1,719 | $3,303-48.0% | $5,540-69.0% | $4,212-59.2% |
| Admin fee / account holder | $237 | $6,746-96.5% | $14,329-98.3% | $7,344-96.8% |