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 6-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 | $13,125 | $76,738-82.9% | $56,411-76.7% | $145,922-91.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 3.28% | 2994.23%-2990.9pp | 1701.33%-1698.1pp | 561.29%-558.0pp |
| Employer contribution / active EE | $2,857 | $1,380+107.1% | $1,039+175.1% | $4,660-38.7% |
| Participant deferral / active EE | $3,286 | $2,623+25.3% | $1,952+68.3% | $6,688-50.9% |
| Admin fee / account holder | $14 | $3,334-99.6% | $2,829-99.5% | $13,397-99.9% |