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 | $45,957 | $91,190-49.6% | $178,490-74.3% | $79,858-42.5% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 3.61% | 24.19%-20.6pp | 151.07%-147.5pp | 31.71%-28.1pp |
| Employer contribution / active EE | $1,601 | $3,256-50.8% | $5,011-68.1% | $2,471-35.2% |
| Participant deferral / active EE | $2,874 | $3,236-11.2% | $5,202-44.7% | $3,740-23.2% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |