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 8-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 | $21,116 | $65,561-67.8% | $86,188-75.5% | $75,163-71.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 12.03% | 46.05%-34.0pp | 1168.45%-1156.4pp | 160.62%-148.6pp |
| Employer contribution / active EE | $2,580 | $1,553+66.2% | $2,380+8.4% | $2,670-3.4% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $153 | $5,474-97.2% | $6,852-97.8% | $5,651-97.3% |