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 | $15,578 | $127,264-87.8% | $109,895-85.8% | $167,490-90.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.01% | 22.97%-23.0pp | 29.45%-29.4pp | 478.56%-478.5pp |
| Employer contribution / active EE | $825 | $3,322-75.2% | $2,842-71.0% | $4,837-82.9% |
| Participant deferral / active EE | $5,011 | $4,514+11.0% | $4,048+23.8% | $6,341-21.0% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |