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 5-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 | $33,091 | $111,754-70.4% | $103,333-68.0% | $145,922-77.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.61% | 24.77%-21.2pp | 24.88%-21.3pp | 561.29%-557.7pp |
| Employer contribution / active EE | $12,152 | $4,212+188.5% | $3,868+214.2% | $4,660+160.8% |
| Participant deferral / active EE | $8,576 | $5,619+52.6% | $5,057+69.6% | $6,688+28.2% |
| Admin fee / account holder | $178 | $9,750-98.2% | $8,355-97.9% | $13,397-98.7% |