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 6-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 | $21,143 | $102,604-79.4% | $86,188-75.5% | $139,434-84.8% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 7.10% | 1922.51%-1915.4pp | 1168.45%-1161.3pp | 372.94%-365.8pp |
| Employer contribution / active EE | $1,784 | $3,032-41.2% | $2,380-25.0% | $4,751-62.4% |
| Participant deferral / active EE | $8,959 | $4,676+91.6% | $3,985+124.8% | $6,710+33.5% |
| Admin fee / account holder | $182 | $8,657-97.9% | $6,852-97.3% | $11,403-98.4% |