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 | $18,960 | $108,919-82.6% | $100,391-81.1% | $145,922-87.0% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 6.76% | 57.88%-51.1pp | 49.20%-42.4pp | 561.29%-554.5pp |
| Employer contribution / active EE | $501 | $4,419-88.7% | $3,942-87.3% | $4,660-89.2% |
| Participant deferral / active EE | $2,922 | $8,445-65.4% | $8,082-63.8% | $6,688-56.3% |
| Admin fee / account holder | $194 | $9,689-98.0% | $7,899-97.5% | $13,397-98.6% |