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 | $14,283 | $96,635-85.2% | $86,612-83.5% | $139,434-89.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.81% | 106.41%-101.6pp | 591.07%-586.3pp | 372.94%-368.1pp |
| Employer contribution / active EE | $993 | $3,263-69.6% | $3,022-67.1% | $4,751-79.1% |
| Participant deferral / active EE | $3,040 | $4,836-37.1% | $4,438-31.5% | $6,710-54.7% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |