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 | $28,773 | $102,966-72.1% | $90,281-68.1% | $152,861-81.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.10% | 95.16%-89.1pp | 78.10%-72.0pp | 345.32%-339.2pp |
| Employer contribution / active EE | $1,326 | $3,139-57.8% | $2,854-53.6% | $4,762-72.2% |
| Participant deferral / active EE | $1,867 | $4,281-56.4% | $3,885-52.0% | $5,850-68.1% |
| Admin fee / account holder | $278 | $6,171-95.5% | $5,351-94.8% | $11,596-97.6% |