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 | $20,366 | $104,664-80.5% | $85,682-76.2% | $167,490-87.8% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.9%+10.1pp | 82.1%-2.1pp |
| Annual return | 7.57% | 21.45%-13.9pp | 21.49%-13.9pp | 478.56%-471.0pp |
| Employer contribution / active EE | $2,640 | $3,337-20.9% | $2,618+0.8% | $4,837-45.4% |
| Participant deferral / active EE | $6,561 | $4,824+36.0% | $3,923+67.3% | $6,341+3.5% |
| Admin fee / account holder | $20 | $10,032-99.8% | $6,873-99.7% | $12,309-99.8% |