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 | $15,201 | $96,305-84.2% | $80,569-81.1% | $139,434-89.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 1.48% | 1350.08%-1348.6pp | 935.43%-933.9pp | 372.94%-371.5pp |
| Employer contribution / active EE | $2,839 | $3,262-13.0% | $2,723+4.3% | $4,751-40.2% |
| Participant deferral / active EE | $4,849 | $5,232-7.3% | $4,447+9.0% | $6,710-27.7% |
| Admin fee / account holder | $42 | $6,599-99.4% | $5,377-99.2% | $11,403-99.6% |