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 9-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 | $52,010 | $96,484-46.1% | $75,886-31.5% | $152,861-66.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 3.76% | 33.98%-30.2pp | 30.76%-27.0pp | 345.32%-341.6pp |
| Employer contribution / active EE | $3,223 | $3,309-2.6% | $2,500+28.9% | $4,762-32.3% |
| Participant deferral / active EE | $6,267 | $4,553+37.6% | $3,603+73.9% | $5,850+7.1% |
| Admin fee / account holder | $28 | $8,078-99.6% | $5,418-99.5% | $11,596-99.8% |