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 | $12,891 | $114,047-88.7% | $96,139-86.6% | $167,490-92.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 7.46% | 189.88%-182.4pp | 191.94%-184.5pp | 478.56%-471.1pp |
| Employer contribution / active EE | $553 | $3,427-83.9% | $2,797-80.2% | $4,837-88.6% |
| Participant deferral / active EE | $7,793 | $5,194+50.1% | $4,349+79.2% | $6,341+22.9% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |