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 | $19,762 | $117,841-83.2% | $102,423-80.7% | $145,922-86.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.75% | 31.65%-26.9pp | 29.32%-24.6pp | 561.29%-556.5pp |
| Employer contribution / active EE | $2,100 | $3,615-41.9% | $3,023-30.5% | $4,660-54.9% |
| Participant deferral / active EE | $3,473 | $5,731-39.4% | $5,053-31.3% | $6,688-48.1% |
| Admin fee / account holder | $300 | $13,326-97.8% | $9,451-96.8% | $13,397-97.8% |