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 | $18,723 | $99,020-81.1% | $86,590-78.4% | $147,584-87.3% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 2.56% | 1312.34%-1309.8pp | 964.84%-962.3pp | 578.55%-576.0pp |
| Employer contribution / active EE | $700 | $3,132-77.6% | $2,839-75.3% | $4,876-85.6% |
| Participant deferral / active EE | $1,439 | $3,972-63.8% | $3,609-60.1% | $5,439-73.5% |
| Admin fee / account holder | $104 | $5,710-98.2% | $4,906-97.9% | $10,885-99.0% |