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 | $31,382 | $157,256-80.0% | $141,162-77.8% | $152,861-79.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.57% | 64.32%-51.8pp | 71.39%-58.8pp | 345.32%-332.7pp |
| Employer contribution / active EE | $9,804 | $5,261+86.4% | $4,735+107.1% | $4,762+105.9% |
| Participant deferral / active EE | $5,517 | $7,109-22.4% | $6,709-17.8% | $5,850-5.7% |
| Admin fee / account holder | $129 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |