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 | $24,281 | $117,381-79.3% | $99,443-75.6% | $152,861-84.1% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 3.42% | 31.87%-28.4pp | 30.72%-27.3pp | 345.32%-341.9pp |
| Employer contribution / active EE | $2,184 | $3,013-27.5% | $2,540-14.0% | $4,762-54.1% |
| Participant deferral / active EE | $2,931 | $4,086-28.3% | $3,619-19.0% | $5,850-49.9% |
| Admin fee / account holder | $19 | $7,631-99.7% | $6,250-99.7% | $11,596-99.8% |