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 | $74,888-79.8% | $71,209-78.8% | $142,382-89.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 10.80% | 345.14%-334.3pp | 282.51%-271.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,032 | $2,854-63.8% | $2,721-62.1% | $4,299-76.0% |
| Participant deferral / active EE | $2,089 | $4,454-53.1% | $4,175-50.0% | $6,507-67.9% |
| Admin fee / account holder | $170 | $5,568-96.9% | $5,349-96.8% | $12,624-98.7% |