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 | $15,378 | $107,934-85.8% | $91,989-83.3% | $152,861-89.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 10.80% | 89.24%-78.4pp | 69.02%-58.2pp | 345.32%-334.5pp |
| Employer contribution / active EE | $5,282 | $4,210+25.5% | $3,452+53.0% | $4,762+10.9% |
| Participant deferral / active EE | $3,700 | $6,364-41.9% | $5,923-37.5% | $5,850-36.8% |
| Admin fee / account holder | $30 | $10,520-99.7% | $7,743-99.6% | $11,596-99.7% |