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 | $19,619 | $99,020-80.2% | $86,590-77.3% | $147,584-86.7% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 4.32% | 1312.34%-1308.0pp | 964.84%-960.5pp | 578.55%-574.2pp |
| Employer contribution / active EE | $7,958 | $3,132+154.1% | $2,839+180.3% | $4,876+63.2% |
| Participant deferral / active EE | $3,544 | $3,972-10.8% | $3,609-1.8% | $5,439-34.8% |
| Admin fee / account holder | $250 | $5,710-95.6% | $4,906-94.9% | $10,885-97.7% |