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 | $13,307 | $109,817-87.9% | $98,442-86.5% | $167,490-92.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 5.06% | 1956.69%-1951.6pp | 1492.73%-1487.7pp | 478.56%-473.5pp |
| Employer contribution / active EE | $257 | $3,224-92.0% | $2,960-91.3% | $4,837-94.7% |
| Participant deferral / active EE | $9,221 | $4,673+97.3% | $4,276+115.6% | $6,341+45.4% |
| Admin fee / account holder | $8 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |