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 | $26,791 | $95,266-71.9% | $82,389-67.5% | $142,382-81.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 3.55% | 25.74%-22.2pp | 28.67%-25.1pp | 217.08%-213.5pp |
| Employer contribution / active EE | $11,501 | $2,991+284.5% | $2,517+356.9% | $4,299+167.5% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $48 | $8,563-99.4% | $7,231-99.3% | $12,624-99.6% |