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 | $10,069 | $100,852-90.0% | $90,404-88.9% | $158,922-93.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 0.33% | 1724.20%-1723.9pp | 1293.02%-1292.7pp | 302.83%-302.5pp |
| Employer contribution / active EE | $867 | $3,689-76.5% | $3,262-73.4% | $4,761-81.8% |
| Participant deferral / active EE | $1,872 | $4,348-56.9% | $3,963-52.8% | $5,982-68.7% |
| Admin fee / account holder | $80 | $6,501-98.8% | $5,611-98.6% | $11,246-99.3% |