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 | $46,306 | $102,966-55.0% | $90,281-48.7% | $152,861-69.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 8.02% | 95.16%-87.1pp | 78.10%-70.1pp | 345.32%-337.3pp |
| Employer contribution / active EE | $2,882 | $3,139-8.2% | $2,854+1.0% | $4,762-39.5% |
| Participant deferral / active EE | $6,621 | $4,281+54.6% | $3,885+70.4% | $5,850+13.2% |
| Admin fee / account holder | $16 | $6,171-99.7% | $5,351-99.7% | $11,596-99.9% |