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 6-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 | $18,133 | $124,425-85.4% | $112,040-83.8% | $137,256-86.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.07% | 24.72%-14.6pp | 24.52%-14.4pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,077 | $3,411-68.4% | $2,954-63.5% | $4,156-74.1% |
| Participant deferral / active EE | $2,954 | $5,718-48.4% | $5,098-42.1% | $6,407-53.9% |
| Admin fee / account holder | $82 | $15,207-99.5% | $12,098-99.3% | $12,270-99.3% |