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 | $18,348 | $104,907-82.5% | $84,611-78.3% | $152,861-88.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 5.73% | 373.79%-368.1pp | 258.74%-253.0pp | 345.32%-339.6pp |
| Employer contribution / active EE | $1,517 | $3,302-54.1% | $2,652-42.8% | $4,762-68.1% |
| Participant deferral / active EE | $4,771 | $4,688+1.8% | $3,899+22.4% | $5,850-18.5% |
| Admin fee / account holder | $38 | $6,241-99.4% | $4,912-99.2% | $11,596-99.7% |