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 | $12,792 | $72,071-82.3% | $68,368-81.3% | $137,256-90.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.50% | 353.14%-340.6pp | 292.57%-280.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,437 | $2,788-48.5% | $2,649-45.8% | $4,156-65.4% |
| Participant deferral / active EE | $2,407 | $4,410-45.4% | $4,123-41.6% | $6,407-62.4% |
| Admin fee / account holder | $146 | $5,336-97.3% | $5,150-97.2% | $12,270-98.8% |