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 | $23,497 | $109,817-78.6% | $98,442-76.1% | $167,490-86.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.02% | 1956.69%-1947.7pp | 1492.73%-1483.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $3,064 | $3,224-5.0% | $2,960+3.5% | $4,837-36.7% |
| Participant deferral / active EE | $9,770 | $4,673+109.1% | $4,276+128.5% | $6,341+54.1% |
| Admin fee / account holder | $272 | $6,753-96.0% | $5,949-95.4% | $12,309-97.8% |