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 | $18,744 | $84,233-77.7% | $170,442-89.0% | $70,131-73.3% |
| Participation rate | 90.6% | 70.8%+19.8pp | 83.6%+7.0pp | 69.5%+21.1pp |
| Annual return | 10.83% | 23.06%-12.2pp | 205.93%-195.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $678 | $3,387-80.0% | $5,433-87.5% | $2,342-71.1% |
| Participant deferral / active EE | $1,294 | $3,086-58.1% | $4,939-73.8% | $3,332-61.2% |
| Admin fee / account holder | $94 | $5,698-98.4% | $13,880-99.3% | $4,645-98.0% |