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 | $3,257 | $76,738-95.8% | $56,411-94.2% | $145,922-97.8% |
| Participation rate | 94.7% | 63.2%+31.5pp | 52.5%+42.3pp | 80.3%+14.5pp |
| Annual return | 2.69% | 2994.23%-2991.5pp | 1701.33%-1698.6pp | 561.29%-558.6pp |
| Employer contribution / active EE | $539 | $1,380-60.9% | $1,039-48.1% | $4,660-88.4% |
| Participant deferral / active EE | $556 | $2,623-78.8% | $1,952-71.5% | $6,688-91.7% |
| Admin fee / account holder | $261 | $3,334-92.2% | $2,829-90.8% | $13,397-98.1% |