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 3-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 | $32,814 | $106,515-69.2% | $96,683-66.1% | $139,434-76.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.28% | 38.43%-30.1pp | 35.69%-27.4pp | 372.94%-364.7pp |
| Employer contribution / active EE | $2,054 | $4,103-49.9% | $3,737-45.0% | $4,751-56.8% |
| Participant deferral / active EE | $13,125 | $5,454+140.7% | $4,878+169.1% | $6,710+95.6% |
| Admin fee / account holder | $101 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |