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 | $13,811 | $104,974-86.8% | $95,585-85.6% | $142,382-90.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 6.50% | 210.33%-203.8pp | 38.56%-32.1pp | 217.08%-210.6pp |
| Employer contribution / active EE | $485 | $2,779-82.5% | $2,527-80.8% | $4,299-88.7% |
| Participant deferral / active EE | $1,063 | $4,352-75.6% | $4,023-73.6% | $6,507-83.7% |
| Admin fee / account holder | $182 | $6,386-97.1% | $6,127-97.0% | $12,624-98.6% |