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 | $23,295 | $69,207-66.3% | $64,056-63.6% | $139,434-83.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.56% | 45.88%-36.3pp | 33.69%-24.1pp | 372.94%-363.4pp |
| Employer contribution / active EE | $3,637 | $3,182+14.3% | $2,747+32.4% | $4,751-23.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $182 | $4,244-95.7% | $3,068-94.1% | $11,403-98.4% |