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 | $24,746 | $84,233-70.6% | $170,442-85.5% | $70,131-64.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.09% | 23.06%-12.0pp | 205.93%-194.8pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,861 | $3,387-45.1% | $5,433-65.8% | $2,342-20.6% |
| Participant deferral / active EE | $2,380 | $3,086-22.9% | $4,939-51.8% | $3,332-28.6% |
| Admin fee / account holder | $5 | $5,698-99.9% | $13,880-100.0% | $4,645-99.9% |