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 8-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 | $27,182 | $107,934-74.8% | $91,989-70.5% | $152,861-82.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 12.84% | 89.24%-76.4pp | 69.02%-56.2pp | 345.32%-332.5pp |
| Employer contribution / active EE | $2,411 | $4,210-42.7% | $3,452-30.2% | $4,762-49.4% |
| Participant deferral / active EE | $6,439 | $6,364+1.2% | $5,923+8.7% | $5,850+10.1% |
| Admin fee / account holder | $16 | $10,520-99.8% | $7,743-99.8% | $11,596-99.9% |