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 | $9,488 | $87,166-89.1% | $76,735-87.6% | $137,256-93.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 9.96% | 26.50%-16.5pp | 29.77%-19.8pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,470 | $2,904-15.0% | $2,454+0.6% | $4,156-40.6% |
| Participant deferral / active EE | $2,470 | $4,726-47.7% | $4,088-39.6% | $6,407-61.5% |
| Admin fee / account holder | $44 | $8,403-99.5% | $7,189-99.4% | $12,270-99.6% |