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 8-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 | $15,341 | $109,817-86.0% | $98,442-84.4% | $167,490-90.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 3.76% | 1956.69%-1952.9pp | 1492.73%-1489.0pp | 478.56%-474.8pp |
| Employer contribution / active EE | $354 | $3,224-89.0% | $2,960-88.0% | $4,837-92.7% |
| Participant deferral / active EE | $1,298 | $4,673-72.2% | $4,276-69.6% | $6,341-79.5% |
| Admin fee / account holder | $86 | $6,753-98.7% | $5,949-98.6% | $12,309-99.3% |