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 10-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 | $31,826 | $99,652-68.1% | $78,778-59.6% | $147,584-78.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 5.27% | 47.28%-42.0pp | 35.62%-30.4pp | 578.55%-573.3pp |
| Employer contribution / active EE | $1,846 | $2,796-34.0% | $1,986-7.1% | $4,876-62.2% |
| Participant deferral / active EE | $1,281 | $3,664-65.0% | $2,958-56.7% | $5,439-76.4% |
| Admin fee / account holder | $122 | $7,155-98.3% | $5,134-97.6% | $10,885-98.9% |