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 | $25,563 | $127,264-79.9% | $109,895-76.7% | $167,490-84.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 5.74% | 22.97%-17.2pp | 29.45%-23.7pp | 478.56%-472.8pp |
| Employer contribution / active EE | $410 | $3,322-87.7% | $2,842-85.6% | $4,837-91.5% |
| Participant deferral / active EE | $0 | $4,514-100.0% | $4,048-100.0% | $6,341-100.0% |
| Admin fee / account holder | $178 | $7,114-97.5% | $6,066-97.1% | $12,309-98.6% |