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 | $15,362 | $91,037-83.1% | $71,671-78.6% | $147,584-89.6% |
| Participation rate | 88.9% | 76.1%+12.8pp | 68.7%+20.1pp | 82.8%+6.1pp |
| Annual return | 6.98% | 20.48%-13.5pp | 20.65%-13.7pp | 578.55%-571.6pp |
| Employer contribution / active EE | $1,530 | $3,327-54.0% | $2,460-37.8% | $4,876-68.6% |
| Participant deferral / active EE | $3,581 | $4,498-20.4% | $3,438+4.2% | $5,439-34.2% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |