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 6-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 | $33,733 | $111,754-69.8% | $103,333-67.4% | $145,922-76.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.48% | 24.77%-16.3pp | 24.88%-16.4pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,697 | $4,212-59.7% | $3,868-56.1% | $4,660-63.6% |
| Participant deferral / active EE | $2,316 | $5,619-58.8% | $5,057-54.2% | $6,688-65.4% |
| Admin fee / account holder | $195 | $9,750-98.0% | $8,355-97.7% | $13,397-98.5% |