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 3-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 | $25,178 | $104,974-76.0% | $95,585-73.7% | $142,382-82.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 3.55% | 210.33%-206.8pp | 38.56%-35.0pp | 217.08%-213.5pp |
| Employer contribution / active EE | $7,129 | $2,779+156.6% | $2,527+182.2% | $4,299+65.8% |
| Participant deferral / active EE | $11,750 | $4,352+170.0% | $4,023+192.1% | $6,507+80.6% |
| Admin fee / account holder | $4 | $6,386-99.9% | $6,127-99.9% | $12,624-100.0% |