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 | $40,257 | $112,729-64.3% | $98,716-59.2% | $137,256-70.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 8.46% | 38.48%-30.0pp | 31.81%-23.3pp | 220.34%-211.9pp |
| Employer contribution / active EE | $1,138 | $2,725-58.2% | $2,279-50.1% | $4,156-72.6% |
| Participant deferral / active EE | $3,721 | $4,640-19.8% | $4,048-8.1% | $6,407-41.9% |
| Admin fee / account holder | $204 | $10,129-98.0% | $8,703-97.7% | $12,270-98.3% |