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 | $20,249 | $107,334-81.1% | $92,893-78.2% | $152,861-86.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 8.65% | 145.58%-136.9pp | 109.41%-100.8pp | 345.32%-336.7pp |
| Employer contribution / active EE | $2,242 | $4,221-46.9% | $3,653-38.6% | $4,762-52.9% |
| Participant deferral / active EE | $5,676 | $4,845+17.2% | $4,236+34.0% | $5,850-3.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |