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 9-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 | $17,892 | $76,312-76.6% | $67,221-73.4% | $158,922-88.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 3.35% | 22.77%-19.4pp | 20.72%-17.4pp | 302.83%-299.5pp |
| Employer contribution / active EE | $1,347 | $4,476-69.9% | $3,723-63.8% | $4,761-71.7% |
| Participant deferral / active EE | $2,119 | $5,264-59.7% | $4,384-51.7% | $5,982-64.6% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,246-100.0% |