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 | $15,227 | $95,416-84.0% | $185,823-91.8% | $85,850-82.3% |
| Participation rate | 70.4% | 68.8%+1.6pp | 81.7%-11.3pp | 69.3%+1.1pp |
| Annual return | 9.63% | 23.59%-14.0pp | 122.05%-112.4pp | 318.53%-308.9pp |
| Employer contribution / active EE | $1,135 | $3,314-65.8% | $5,167-78.0% | $2,565-55.8% |
| Participant deferral / active EE | $1,178 | $3,423-65.6% | $5,568-78.8% | $3,952-70.2% |
| Admin fee / account holder | $6 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |