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 | $28,431 | $81,632-65.2% | $70,449-59.6% | $158,922-82.1% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | 2.34% | 208.40%-206.1pp | 109.03%-106.7pp | 302.83%-300.5pp |
| Employer contribution / active EE | $1,544 | $3,217-52.0% | $2,737-43.6% | $4,761-67.6% |
| Participant deferral / active EE | $1,539 | $4,554-66.2% | $3,709-58.5% | $5,982-74.3% |
| Admin fee / account holder | $126 | $6,193-98.0% | $3,845-96.7% | $11,246-98.9% |