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 8-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 | $11,698 | $96,305-87.9% | $80,569-85.5% | $139,434-91.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 6.48% | 1350.08%-1343.6pp | 935.43%-929.0pp | 372.94%-366.5pp |
| Employer contribution / active EE | $2,033 | $3,262-37.7% | $2,723-25.4% | $4,751-57.2% |
| Participant deferral / active EE | $4,666 | $5,232-10.8% | $4,447+4.9% | $6,710-30.5% |
| Admin fee / account holder | $57 | $6,599-99.1% | $5,377-98.9% | $11,403-99.5% |