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 | $57,636 | $102,317-43.7% | $146,958-60.8% | $80,856-28.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.71% | 134.76%-124.0pp | 418.34%-407.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $5,243 | $3,713+41.2% | $4,933+6.3% | $2,755+90.3% |
| Participant deferral / active EE | $6,169 | $6,644-7.2% | $8,070-23.6% | $4,296+43.6% |
| Admin fee / account holder | $29 | $7,941-99.6% | $12,998-99.8% | $6,918-99.6% |