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 | $34,471 | $74,888-54.0% | $71,209-51.6% | $142,382-75.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.42% | 345.14%-337.7pp | 282.51%-275.1pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,366 | $2,854-52.1% | $2,721-49.8% | $4,299-68.2% |
| Participant deferral / active EE | $1,366 | $4,454-69.3% | $4,175-67.3% | $6,507-79.0% |
| Admin fee / account holder | $30 | $5,568-99.5% | $5,349-99.4% | $12,624-99.8% |