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 | $16,878 | $58,927-71.4% | $76,817-78.0% | $72,985-76.9% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 4.09% | 2305.64%-2301.6pp | 1166.11%-1162.0pp | 81.00%-76.9pp |
| Employer contribution / active EE | $2,162 | $1,787+21.0% | $2,302-6.1% | $2,440-11.4% |
| Participant deferral / active EE | $3,610 | $2,690+34.2% | $3,336+8.2% | $3,607+0.1% |
| Admin fee / account holder | $164 | $4,013-95.9% | $6,420-97.4% | $5,124-96.8% |