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 | $60,254 | $60,124+0.2% | $90,404-33.4% | $79,858-24.5% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 2.87% | 71.94%-69.1pp | 1293.02%-1290.2pp | 31.71%-28.8pp |
| Employer contribution / active EE | $2,947 | $2,068+42.5% | $3,262-9.7% | $2,471+19.3% |
| Participant deferral / active EE | $3,460 | $2,938+17.8% | $3,963-12.7% | $3,740-7.5% |
| Admin fee / account holder | $65 | $3,976-98.4% | $5,611-98.9% | $5,306-98.8% |