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 | $67,095 | $121,625-44.8% | $104,607-35.9% | $158,922-57.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.94% | 465.26%-464.3pp | 340.46%-339.5pp | 302.83%-301.9pp |
| Employer contribution / active EE | $2,877 | $3,163-9.0% | $2,681+7.3% | $4,761-39.6% |
| Participant deferral / active EE | $2,123 | $4,177-49.2% | $3,740-43.2% | $5,982-64.5% |
| Admin fee / account holder | $95 | $7,787-98.8% | $6,473-98.5% | $11,246-99.2% |