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 | $17,747 | $114,047-84.4% | $96,139-81.5% | $167,490-89.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 6.86% | 189.88%-183.0pp | 191.94%-185.1pp | 478.56%-471.7pp |
| Employer contribution / active EE | $6,911 | $3,427+101.7% | $2,797+147.1% | $4,837+42.9% |
| Participant deferral / active EE | $12,002 | $5,194+131.1% | $4,349+176.0% | $6,341+89.3% |
| Admin fee / account holder | $98 | $6,897-98.6% | $5,537-98.2% | $12,309-99.2% |