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 | $7,395 | $110,261-93.3% | $95,745-92.3% | $139,434-94.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.15% | 27.11%-21.0pp | 28.35%-22.2pp | 372.94%-366.8pp |
| Employer contribution / active EE | $768 | $3,257-76.4% | $2,835-72.9% | $4,751-83.8% |
| Participant deferral / active EE | $1,750 | $4,676-62.6% | $4,245-58.8% | $6,710-73.9% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |