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 | $33,136 | $90,503-63.4% | $78,689-57.9% | $273,961-87.9% |
| Participation rate | 94.1% | 76.5%+17.6pp | 73.6%+20.6pp | 83.0%+11.1pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.4pp |
| Employer contribution / active EE | $1,328 | $3,176-58.2% | $2,851-53.4% | $4,869-72.7% |
| Participant deferral / active EE | $1,613 | $3,901-58.6% | $3,517-54.1% | $5,287-69.5% |
| Admin fee / account holder | $53 | $5,263-99.0% | $4,510-98.8% | $10,132-99.5% |