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 | $16,734 | $91,190-81.6% | $178,490-90.6% | $79,858-79.0% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.2pp | 69.6%+27.5pp |
| Annual return | 3.80% | 24.19%-20.4pp | 151.07%-147.3pp | 31.71%-27.9pp |
| Employer contribution / active EE | $1,000 | $3,256-69.3% | $5,011-80.0% | $2,471-59.5% |
| Participant deferral / active EE | $1,580 | $3,236-51.2% | $5,202-69.6% | $3,740-57.7% |
| Admin fee / account holder | $259 | $6,751-96.2% | $13,984-98.1% | $5,306-95.1% |