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 | $19,856 | $77,899-74.5% | $149,673-86.7% | $75,163-73.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.12% | 31.72%-20.6pp | 134.42%-123.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $1,520 | $3,137-51.5% | $4,818-68.4% | $2,670-43.1% |
| Participant deferral / active EE | $3,412 | $3,4110% | $5,680-39.9% | $4,125-17.3% |
| Admin fee / account holder | $143 | $5,956-97.6% | $13,210-98.9% | $5,651-97.5% |