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 | $31,945 | $84,233-62.1% | $170,442-81.3% | $70,131-54.4% |
| Participation rate | 76.7% | 70.8%+5.8pp | 83.6%-6.9pp | 69.5%+7.1pp |
| Annual return | 11.78% | 23.06%-11.3pp | 205.93%-194.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $490 | $3,387-85.5% | $5,433-91.0% | $2,342-79.1% |
| Participant deferral / active EE | $1,524 | $3,086-50.6% | $4,939-69.1% | $3,332-54.2% |
| Admin fee / account holder | $45 | $5,698-99.2% | $13,880-99.7% | $4,645-99.0% |