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 | $25,576 | $69,207-63.0% | $64,056-60.1% | $139,434-81.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.78% | 45.88%-38.1pp | 33.69%-25.9pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,222 | $3,182-61.6% | $2,747-55.5% | $4,751-74.3% |
| Participant deferral / active EE | $1,059 | $4,682-77.4% | $3,880-72.7% | $6,710-84.2% |
| Admin fee / account holder | $91 | $4,244-97.9% | $3,068-97.0% | $11,403-99.2% |