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 7-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 | $56,837 | $227,553-75.0% | $189,557-70.0% | $167,490-66.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 3.24% | 78.40%-75.2pp | 64.17%-60.9pp | 478.56%-475.3pp |
| Employer contribution / active EE | $19,098 | $5,316+259.2% | $4,412+332.8% | $4,837+294.8% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,341-100.0% |
| Admin fee / account holder | $254 | $11,878-97.9% | $9,807-97.4% | $12,309-97.9% |