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 | $13,972 | $34,308-59.3% | $74,701-81.3% | $72,985-80.9% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 14.64% | 26.58%-11.9pp | 752.92%-738.3pp | 81.00%-66.4pp |
| Employer contribution / active EE | $4,358 | $692+530.1% | $1,084+302.1% | $2,440+78.6% |
| Participant deferral / active EE | $2,891 | $1,271+127.4% | $1,964+47.2% | $3,607-19.9% |
| Admin fee / account holder | $15 | $2,124-99.3% | $3,333-99.6% | $5,124-99.7% |