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 | $14,592 | $99,020-85.3% | $86,590-83.1% | $147,584-90.1% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 8.67% | 1312.34%-1303.7pp | 964.84%-956.2pp | 578.55%-569.9pp |
| Employer contribution / active EE | $769 | $3,132-75.5% | $2,839-72.9% | $4,876-84.2% |
| Participant deferral / active EE | $1,536 | $3,972-61.3% | $3,609-57.4% | $5,439-71.8% |
| Admin fee / account holder | $10 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |