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 | $31,085 | $99,652-68.8% | $78,778-60.5% | $147,584-78.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 3.62% | 47.28%-43.7pp | 35.62%-32.0pp | 578.55%-574.9pp |
| Employer contribution / active EE | $5,938 | $2,796+112.4% | $1,986+199.1% | $4,876+21.8% |
| Participant deferral / active EE | $5,702 | $3,664+55.6% | $2,958+92.7% | $5,439+4.8% |
| Admin fee / account holder | $97 | $7,155-98.6% | $5,134-98.1% | $10,885-99.1% |