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 | $16,219 | $104,907-84.5% | $84,611-80.8% | $152,861-89.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 3.13% | 373.79%-370.7pp | 258.74%-255.6pp | 345.32%-342.2pp |
| Employer contribution / active EE | $1,128 | $3,302-65.8% | $2,652-57.5% | $4,762-76.3% |
| Participant deferral / active EE | $1,265 | $4,688-73.0% | $3,899-67.6% | $5,850-78.4% |
| Admin fee / account holder | $15 | $6,241-99.8% | $4,912-99.7% | $11,596-99.9% |