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 4-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 | $16,016 | $99,877-84.0% | $84,966-81.2% | $145,922-89.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.80% | 83.76%-79.0pp | 66.38%-61.6pp | 561.29%-556.5pp |
| Employer contribution / active EE | $400 | $3,231-87.6% | $2,727-85.3% | $4,660-91.4% |
| Participant deferral / active EE | $9,125 | $5,291+72.5% | $4,519+101.9% | $6,688+36.4% |
| Admin fee / account holder | $31 | $7,248-99.6% | $6,149-99.5% | $13,397-99.8% |