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 | $15,273 | $77,899-80.4% | $149,673-89.8% | $75,163-79.7% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 6.26% | 31.72%-25.5pp | 134.42%-128.2pp | 160.62%-154.4pp |
| Employer contribution / active EE | $6,015 | $3,137+91.7% | $4,818+24.8% | $2,670+125.3% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $251 | $5,956-95.8% | $13,210-98.1% | $5,651-95.6% |