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 | $25,584 | $61,156-58.2% | $185,823-86.2% | $79,386-67.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 11.03% | 19.45%-8.4pp | 122.05%-111.0pp | 116.85%-105.8pp |
| Employer contribution / active EE | $5,691 | $2,321+145.2% | $5,167+10.1% | $2,427+134.4% |
| Participant deferral / active EE | $2,676 | $2,789-4.0% | $5,568-51.9% | $4,046-33.8% |
| Admin fee / account holder | $171 | $710-75.9% | $16,237-98.9% | $626-72.7% |