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 | $3,975 | $54,705-92.7% | $71,209-94.4% | $84,808-95.3% |
| Participation rate | 90.6% | 64.1%+26.6pp | 73.8%+16.9pp | 68.3%+22.3pp |
| Annual return | 5.65% | 35.90%-30.2pp | 282.51%-276.9pp | 40.90%-35.2pp |
| Employer contribution / active EE | $620 | $2,158-71.3% | $2,721-77.2% | $2,631-76.4% |
| Participant deferral / active EE | $1,260 | $3,030-58.4% | $4,175-69.8% | $4,212-70.1% |
| Admin fee / account holder | $184 | $4,863-96.2% | $5,349-96.6% | $7,344-97.5% |