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 | $9,017 | $100,773-91.1% | $88,946-89.9% | $142,382-93.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.73% | 70.18%-59.4pp | 57.82%-47.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $504 | $2,918-82.7% | $2,555-80.3% | $4,299-88.3% |
| Participant deferral / active EE | $2,950 | $5,230-43.6% | $4,581-35.6% | $6,507-54.7% |
| Admin fee / account holder | $298 | $9,693-96.9% | $8,261-96.4% | $12,624-97.6% |