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 | $29,347 | $48,570-39.6% | $130,648-77.5% | $72,985-59.8% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 11.08% | 38.63%-27.5pp | 1708.96%-1697.9pp | 81.00%-69.9pp |
| Employer contribution / active EE | $2,598 | $1,334+94.7% | $4,092-36.5% | $2,440+6.5% |
| Participant deferral / active EE | $3,925 | $2,384+64.7% | $3,603+9.0% | $3,607+8.8% |
| Admin fee / account holder | $41 | $3,549-98.8% | $5,464-99.2% | $5,124-99.2% |