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 | $39,357 | $104,251-62.2% | $91,001-56.8% | $147,584-73.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 2.40% | 27.06%-24.7pp | 4.60%-2.2pp | 578.55%-576.2pp |
| Employer contribution / active EE | $2,484 | $3,116-20.3% | $2,456+1.2% | $4,876-49.1% |
| Participant deferral / active EE | $16,281 | $4,195+288.1% | $3,547+358.9% | $5,439+199.3% |
| Admin fee / account holder | $63 | $8,948-99.3% | $5,417-98.8% | $10,885-99.4% |