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 | $28,853 | $118,849-75.7% | $96,562-70.1% | $167,490-82.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 4.88% | 50.49%-45.6pp | 37.78%-32.9pp | 478.56%-473.7pp |
| Employer contribution / active EE | $1,030 | $3,120-67.0% | $2,356-56.3% | $4,837-78.7% |
| Participant deferral / active EE | $1,393 | $4,616-69.8% | $3,849-63.8% | $6,341-78.0% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |