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 | $19,673 | $81,632-75.9% | $70,449-72.1% | $158,922-87.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.80% | 208.40%-204.6pp | 109.03%-105.2pp | 302.83%-299.0pp |
| Employer contribution / active EE | $3,890 | $3,217+20.9% | $2,737+42.1% | $4,761-18.3% |
| Participant deferral / active EE | $3,871 | $4,554-15.0% | $3,709+4.4% | $5,982-35.3% |
| Admin fee / account holder | $192 | $6,193-96.9% | $3,845-95.0% | $11,246-98.3% |