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 | $18,520 | $80,717-77.1% | $154,803-88.0% | $84,808-78.2% |
| Participation rate | 84.0% | 66.8%+17.2pp | 78.1%+5.9pp | 68.3%+15.7pp |
| Annual return | 10.56% | 37.96%-27.4pp | 58.88%-48.3pp | 40.90%-30.3pp |
| Employer contribution / active EE | $689 | $2,761-75.1% | $4,305-84.0% | $2,631-73.8% |
| Participant deferral / active EE | $1,240 | $3,303-62.5% | $5,540-77.6% | $4,212-70.6% |
| Admin fee / account holder | $152 | $6,746-97.7% | $14,329-98.9% | $7,344-97.9% |