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 | $33,297 | $81,460-59.1% | $103,333-67.8% | $80,856-58.8% |
| Participation rate | 98.7% | 66.8%+31.9pp | 74.5%+24.2pp | 67.6%+31.1pp |
| Annual return | 4.63% | 25.55%-20.9pp | 24.88%-20.2pp | 35.59%-31.0pp |
| Employer contribution / active EE | $12,658 | $3,105+307.6% | $3,868+227.3% | $2,755+359.5% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $228 | $6,566-96.5% | $8,355-97.3% | $6,918-96.7% |