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 | $36,268 | $177,572-79.6% | $154,803-76.6% | $142,382-74.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.35% | 65.07%-54.7pp | 58.88%-48.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,302 | $4,810-72.9% | $4,305-69.8% | $4,299-69.7% |
| Participant deferral / active EE | $1,970 | $6,272-68.6% | $5,540-64.4% | $6,507-69.7% |
| Admin fee / account holder | $250 | $16,786-98.5% | $14,329-98.3% | $12,624-98.0% |