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 | $15,575 | $84,233-81.5% | $170,442-90.9% | $70,131-77.8% |
| Participation rate | 71.1% | 70.8%+0.3pp | 83.6%-12.5pp | 69.5%+1.6pp |
| Annual return | 11.89% | 23.06%-11.2pp | 205.93%-194.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $567 | $3,387-83.3% | $5,433-89.6% | $2,342-75.8% |
| Participant deferral / active EE | $1,021 | $3,086-66.9% | $4,939-79.3% | $3,332-69.3% |
| Admin fee / account holder | $243 | $5,698-95.7% | $13,880-98.2% | $4,645-94.8% |