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 | $70,632 | $142,405-50.4% | $115,157-38.7% | $152,861-53.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 5.00% | 41.48%-36.5pp | 35.60%-30.6pp | 345.32%-340.3pp |
| Employer contribution / active EE | $2,581 | $4,010-35.6% | $3,179-18.8% | $4,762-45.8% |
| Participant deferral / active EE | $3,465 | $5,164-32.9% | $4,168-16.9% | $5,850-40.8% |
| Admin fee / account holder | $37 | $8,462-99.6% | $7,088-99.5% | $11,596-99.7% |