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 5-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 | $15,099 | $72,071-79.1% | $68,368-77.9% | $137,256-89.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 10.80% | 353.14%-342.3pp | 292.57%-281.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,032 | $2,788-63.0% | $2,649-61.0% | $4,156-75.2% |
| Participant deferral / active EE | $2,089 | $4,410-52.6% | $4,123-49.3% | $6,407-67.4% |
| Admin fee / account holder | $170 | $5,336-96.8% | $5,150-96.7% | $12,270-98.6% |