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 4-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 | $3,928 | $64,432-93.9% | - | $139,434-97.2% |
| Participation rate | 100.0% | 66.0%+34.0pp | - | 80.3%+19.7pp |
| Annual return | 4.88% | 4.96%-0.1pp | - | 372.94%-368.1pp |
| Employer contribution / active EE | $1,890 | $6,830-72.3% | - | $4,751-60.2% |
| Participant deferral / active EE | $268 | $2,937-90.9% | - | $6,710-96.0% |
| Admin fee / account holder | $220 | $3,919-94.4% | - | $11,403-98.1% |