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 | $21,580 | $58,927-63.4% | $76,817-71.9% | $72,985-70.4% |
| Participation rate | 96.1% | 67.3%+28.7pp | 72.1%+24.0pp | 69.5%+26.6pp |
| Annual return | 15.80% | 2305.64%-2289.8pp | 1166.11%-1150.3pp | 81.00%-65.2pp |
| Employer contribution / active EE | $1,997 | $1,787+11.8% | $2,302-13.2% | $2,440-18.1% |
| Participant deferral / active EE | $1,825 | $2,690-32.2% | $3,336-45.3% | $3,607-49.4% |
| Admin fee / account holder | $130 | $4,013-96.8% | $6,420-98.0% | $5,124-97.5% |