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 | $40,574 | $227,553-82.2% | $189,557-78.6% | $167,490-75.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 6.34% | 78.40%-72.1pp | 64.17%-57.8pp | 478.56%-472.2pp |
| Employer contribution / active EE | $1,033 | $5,316-80.6% | $4,412-76.6% | $4,837-78.7% |
| Participant deferral / active EE | $10,342 | $7,002+47.7% | $6,174+67.5% | $6,341+63.1% |
| Admin fee / account holder | $50 | $11,878-99.6% | $9,807-99.5% | $12,309-99.6% |