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 | $95,266-90.0% | $82,389-88.5% | $142,382-93.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 9.96% | 25.74%-15.8pp | 28.67%-18.7pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,470 | $2,991-17.4% | $2,517-1.9% | $4,299-42.6% |
| Participant deferral / active EE | $2,470 | $4,809-48.6% | $4,155-40.6% | $6,507-62.0% |
| Admin fee / account holder | $44 | $8,563-99.5% | $7,231-99.4% | $12,624-99.7% |