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 | $52,906 | $105,859-50.0% | $90,160-41.3% | $147,584-64.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 4.10% | 37.63%-33.5pp | 34.88%-30.8pp | 578.55%-574.5pp |
| Employer contribution / active EE | $3,034 | $4,126-26.5% | $3,318-8.6% | $4,876-37.8% |
| Participant deferral / active EE | $12,049 | $5,733+110.2% | $5,288+127.9% | $5,439+121.5% |
| Admin fee / account holder | $30 | $8,046-99.6% | $5,943-99.5% | $10,885-99.7% |