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 | $13,322 | $49,173-72.9% | $121,098-89.0% | $75,163-82.3% |
| Participation rate | 76.5% | 55.4%+21.1pp | 69.5%+7.0pp | 67.2%+9.3pp |
| Annual return | 11.36% | 55.99%-44.6pp | 985.75%-974.4pp | 160.62%-149.3pp |
| Employer contribution / active EE | $422 | $1,546-72.7% | $4,164-89.9% | $2,670-84.2% |
| Participant deferral / active EE | $1,118 | $2,628-57.4% | $4,080-72.6% | $4,125-72.9% |
| Admin fee / account holder | $285 | $3,942-92.8% | $5,644-95.0% | $5,651-95.0% |