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 | $37,187 | $154,117-75.9% | $129,995-71.4% | $139,434-73.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.14% | 32.48%-25.3pp | -137.18%+144.3pp | 372.94%-365.8pp |
| Employer contribution / active EE | $9,058 | $5,289+71.3% | $4,320+109.7% | $4,751+90.7% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $198 | $14,007-98.6% | $10,614-98.1% | $11,403-98.3% |