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 | $56,998 | $226,064-74.8% | $182,532-68.8% | $152,861-62.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 1.00% | 192.51%-191.5pp | 148.54%-147.5pp | 345.32%-344.3pp |
| Employer contribution / active EE | $1,892 | $4,978-62.0% | $4,076-53.6% | $4,762-60.3% |
| Participant deferral / active EE | $11,115 | $6,368+74.5% | $5,524+101.2% | $5,850+90.0% |
| Admin fee / account holder | $88 | $10,703-99.2% | $8,592-99.0% | $11,596-99.2% |