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 9-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 | $3,877 | $101,618-96.2% | $93,063-95.8% | $137,256-97.2% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 10.06% | 223.95%-213.9pp | 34.15%-24.1pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,229 | $2,707-54.6% | $2,476-50.4% | $4,156-70.4% |
| Participant deferral / active EE | $2,130 | $4,279-50.2% | $3,958-46.2% | $6,407-66.8% |
| Admin fee / account holder | $50 | $6,198-99.2% | $6,033-99.2% | $12,270-99.6% |