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 5-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 | $19,884 | $183,519-89.2% | $155,509-87.2% | $145,922-86.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.12% | 61.17%-55.0pp | 64.67%-58.5pp | 561.29%-555.2pp |
| Employer contribution / active EE | $2,327 | $5,313-56.2% | $4,672-50.2% | $4,660-50.1% |
| Participant deferral / active EE | $5,111 | $6,462-20.9% | $5,626-9.2% | $6,688-23.6% |
| Admin fee / account holder | $13 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |