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 | $15,908 | $96,635-83.5% | $86,612-81.6% | $139,434-88.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.63% | 106.41%-95.8pp | 591.07%-580.4pp | 372.94%-362.3pp |
| Employer contribution / active EE | $982 | $3,263-69.9% | $3,022-67.5% | $4,751-79.3% |
| Participant deferral / active EE | $2,200 | $4,836-54.5% | $4,438-50.4% | $6,710-67.2% |
| Admin fee / account holder | $235 | $6,408-96.3% | $5,614-95.8% | $11,403-97.9% |