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 | $11,040 | $70,756-84.4% | $65,493-83.1% | $142,382-92.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 3.37% | 1754.89%-1751.5pp | 982.45%-979.1pp | 217.08%-213.7pp |
| Employer contribution / active EE | $3,100 | $2,881+7.6% | $2,574+20.4% | $4,299-27.9% |
| Participant deferral / active EE | $1,031 | $4,637-77.8% | $3,961-74.0% | $6,507-84.2% |
| Admin fee / account holder | $32 | $6,559-99.5% | $5,028-99.4% | $12,624-99.7% |