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 7-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 | $26,518 | $117,841-77.5% | $102,423-74.1% | $145,922-81.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.48% | 31.65%-24.2pp | 29.32%-21.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $1,825 | $3,615-49.5% | $3,023-39.7% | $4,660-60.8% |
| Participant deferral / active EE | $1,825 | $5,731-68.2% | $5,053-63.9% | $6,688-72.7% |
| Admin fee / account holder | $135 | $13,326-99.0% | $9,451-98.6% | $13,397-99.0% |