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 | $18,390 | $76,738-76.0% | $56,411-67.4% | $145,922-87.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 3.28% | 2994.23%-2990.9pp | 1701.33%-1698.0pp | 561.29%-558.0pp |
| Employer contribution / active EE | $5,525 | $1,380+300.4% | $1,039+431.9% | $4,660+18.6% |
| Participant deferral / active EE | $2,318 | $2,623-11.6% | $1,952+18.7% | $6,688-65.3% |
| Admin fee / account holder | $167 | $3,334-95.0% | $2,829-94.1% | $13,397-98.8% |