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 | $28,285 | $201,272-85.9% | $184,203-84.6% | $145,922-80.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.12% | 29.00%-26.9pp | 28.81%-26.7pp | 561.29%-559.2pp |
| Employer contribution / active EE | $2,966 | $7,022-57.8% | $6,427-53.9% | $4,660-36.4% |
| Participant deferral / active EE | $10,981 | $9,806+12.0% | $9,131+20.3% | $6,688+64.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |