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 | $30,991 | $117,983-73.7% | $101,794-69.6% | $142,382-78.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 5.41% | 36.92%-31.5pp | 30.53%-25.1pp | 217.08%-211.7pp |
| Employer contribution / active EE | $1,384 | $2,773-50.1% | $2,289-39.5% | $4,299-67.8% |
| Participant deferral / active EE | $2,535 | $4,714-46.2% | $4,084-37.9% | $6,507-61.1% |
| Admin fee / account holder | $130 | $10,433-98.8% | $8,777-98.5% | $12,624-99.0% |