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 | $41,478 | $209,411-80.2% | $178,490-76.8% | $158,922-73.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.62% | 188.75%-185.1pp | 151.07%-147.4pp | 302.83%-299.2pp |
| Employer contribution / active EE | $1,765 | $5,706-69.1% | $5,011-64.8% | $4,761-62.9% |
| Participant deferral / active EE | $3,100 | $5,954-47.9% | $5,202-40.4% | $5,982-48.2% |
| Admin fee / account holder | $15 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |