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 9-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 | $8,805 | $76,407-88.5% | $150,298-94.1% | $82,448-89.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 10.41% | 39.99%-29.6pp | 62.79%-52.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $839 | $2,614-67.9% | $4,154-79.8% | $2,551-67.1% |
| Participant deferral / active EE | $1,719 | $3,214-46.5% | $5,453-68.5% | $4,139-58.5% |
| Admin fee / account holder | $237 | $6,352-96.3% | $14,116-98.3% | $7,234-96.7% |