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 | $24,461 | $29,660-17.5% | $56,411-56.6% | $80,856-69.7% |
| Participation rate | 97.0% | 41.6%+55.3pp | 52.5%+44.5pp | 67.6%+29.3pp |
| Annual return | 10.08% | 35.23%-25.1pp | 1701.33%-1691.3pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,729 | $669+158.4% | $1,039+66.5% | $2,755-37.2% |
| Participant deferral / active EE | $1,394 | $1,226+13.7% | $1,952-28.6% | $4,296-67.6% |
| Admin fee / account holder | $282 | $2,428-88.4% | $2,829-90.0% | $6,918-95.9% |