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 7-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 | $17,662 | $107,934-83.6% | $91,989-80.8% | $152,861-88.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 2.43% | 89.24%-86.8pp | 69.02%-66.6pp | 345.32%-342.9pp |
| Employer contribution / active EE | $4,816 | $4,210+14.4% | $3,452+39.5% | $4,762+1.1% |
| Participant deferral / active EE | $2,643 | $6,364-58.5% | $5,923-55.4% | $5,850-54.8% |
| Admin fee / account holder | $23 | $10,520-99.8% | $7,743-99.7% | $11,596-99.8% |