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 3-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 | $14,507 | $106,584-86.4% | $101,326-85.7% | $142,382-89.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 10.36% | 36.93%-26.6pp | 36.82%-26.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $7,846 | $3,956+98.3% | $3,665+114.1% | $4,299+82.5% |
| Participant deferral / active EE | $0 | $8,297-100.0% | $7,994-100.0% | $6,507-100.0% |
| Admin fee / account holder | $54 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |