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 | $26,445 | $105,998-75.1% | $92,233-71.3% | $147,584-82.1% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 9.66% | 50.05%-40.4pp | 176.28%-166.6pp | 578.55%-568.9pp |
| Employer contribution / active EE | $1,328 | $4,333-69.4% | $3,679-63.9% | $4,876-72.8% |
| Participant deferral / active EE | $3,330 | $4,478-25.6% | $3,897-14.5% | $5,439-38.8% |
| Admin fee / account holder | $139 | $6,332-97.8% | $5,194-97.3% | $10,885-98.7% |