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 6-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 | $15,104 | $74,888-79.8% | $71,209-78.8% | $142,382-89.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 4.77% | 345.14%-340.4pp | 282.51%-277.7pp | 217.08%-212.3pp |
| Employer contribution / active EE | $2,444 | $2,854-14.4% | $2,721-10.2% | $4,299-43.1% |
| Participant deferral / active EE | $2,509 | $4,454-43.7% | $4,175-39.9% | $6,507-61.4% |
| Admin fee / account holder | $102 | $5,568-98.2% | $5,349-98.1% | $12,624-99.2% |