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 | $24,907 | $47,848-47.9% | $81,478-69.4% | $70,131-64.5% |
| Participation rate | 94.1% | 58.3%+35.8pp | 68.0%+26.2pp | 69.5%+24.6pp |
| Annual return | 11.10% | 27.25%-16.1pp | 38.78%-27.7pp | 73.14%-62.0pp |
| Employer contribution / active EE | $588 | $1,527-61.5% | $2,568-77.1% | $2,342-74.9% |
| Participant deferral / active EE | $1,887 | $2,453-23.1% | $3,537-46.6% | $3,332-43.4% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |