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 | $48,905 | $176,056-72.2% | $159,436-69.3% | $167,490-70.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1.47% | 331.75%-330.3pp | 263.57%-262.1pp | 478.56%-477.1pp |
| Employer contribution / active EE | $1,560 | $5,297-70.5% | $4,829-67.7% | $4,837-67.7% |
| Participant deferral / active EE | $13,445 | $7,750+73.5% | $7,352+82.9% | $6,341+112.0% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |