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 | $18,747 | $105,859-82.3% | $90,160-79.2% | $147,584-87.3% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 2.11% | 37.63%-35.5pp | 34.88%-32.8pp | 578.55%-576.4pp |
| Employer contribution / active EE | $1,334 | $4,126-67.7% | $3,318-59.8% | $4,876-72.6% |
| Participant deferral / active EE | $3,009 | $5,733-47.5% | $5,288-43.1% | $5,439-44.7% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |