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 | $23,504 | $102,966-77.2% | $90,281-74.0% | $152,861-84.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 8.50% | 95.16%-86.7pp | 78.10%-69.6pp | 345.32%-336.8pp |
| Employer contribution / active EE | $833 | $3,139-73.4% | $2,854-70.8% | $4,762-82.5% |
| Participant deferral / active EE | $911 | $4,281-78.7% | $3,885-76.6% | $5,850-84.4% |
| Admin fee / account holder | $47 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |