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 3-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 | $12,549 | $106,515-88.2% | $96,683-87.0% | $139,434-91.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.41% | 38.43%-38.0pp | 35.69%-35.3pp | 372.94%-372.5pp |
| Employer contribution / active EE | $5,061 | $4,103+23.4% | $3,737+35.4% | $4,751+6.5% |
| Participant deferral / active EE | $1,686 | $5,454-69.1% | $4,878-65.4% | $6,710-74.9% |
| Admin fee / account holder | $5 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |