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 | $29,067 | $95,561-69.6% | $77,163-62.3% | $139,434-79.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.22% | 54.92%-49.7pp | 37.87%-32.6pp | 372.94%-367.7pp |
| Employer contribution / active EE | $2,610 | $3,147-17.1% | $2,535+2.9% | $4,751-45.1% |
| Participant deferral / active EE | $4,167 | $4,624-9.9% | $3,833+8.7% | $6,710-37.9% |
| Admin fee / account holder | $129 | $8,295-98.4% | $5,472-97.6% | $11,403-98.9% |