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 | $27,179 | $115,882-76.5% | $100,516-73.0% | $158,922-82.9% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | -1.21% | 34.79%-36.0pp | 30.89%-32.1pp | 302.83%-304.0pp |
| Employer contribution / active EE | $1,919 | $4,103-53.2% | $3,418-43.8% | $4,761-59.7% |
| Participant deferral / active EE | $7,373 | $6,674+10.5% | $6,270+17.6% | $5,982+23.2% |
| Admin fee / account holder | $40 | $10,995-99.6% | $8,081-99.5% | $11,246-99.6% |