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 | $29,950 | $107,934-72.3% | $91,989-67.4% | $152,861-80.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 10.75% | 89.24%-78.5pp | 69.02%-58.3pp | 345.32%-334.6pp |
| Employer contribution / active EE | $2,466 | $4,210-41.4% | $3,452-28.6% | $4,762-48.2% |
| Participant deferral / active EE | $3,083 | $6,364-51.6% | $5,923-48.0% | $5,850-47.3% |
| Admin fee / account holder | $34 | $10,520-99.7% | $7,743-99.6% | $11,596-99.7% |