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 | $15,314 | $91,190-83.2% | $178,490-91.4% | $79,858-80.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.64% | 24.19%-14.5pp | 151.07%-141.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,707 | $3,256-47.6% | $5,011-65.9% | $2,471-30.9% |
| Participant deferral / active EE | $1,647 | $3,236-49.1% | $5,202-68.3% | $3,740-56.0% |
| Admin fee / account holder | $53 | $6,751-99.2% | $13,984-99.6% | $5,306-99.0% |