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 | $14,587 | $85,202-82.9% | $172,739-91.6% | $72,985-80.0% |
| Participation rate | 97.1% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 7.61% | 27.32%-19.7pp | 802.84%-795.2pp | 81.00%-73.4pp |
| Employer contribution / active EE | $712 | $3,324-78.6% | $5,143-86.2% | $2,440-70.8% |
| Participant deferral / active EE | $1,370 | $3,260-58.0% | $5,198-73.6% | $3,607-62.0% |
| Admin fee / account holder | $61 | $5,884-99.0% | $13,954-99.6% | $5,124-98.8% |