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 | $14,730 | $100,852-85.4% | $90,404-83.7% | $158,922-90.7% |
| Participation rate | 78.6% | 75.0%+3.6pp | 72.7%+5.9pp | 82.0%-3.4pp |
| Annual return | 2.25% | 1724.20%-1722.0pp | 1293.02%-1290.8pp | 302.83%-300.6pp |
| Employer contribution / active EE | $383 | $3,689-89.6% | $3,262-88.3% | $4,761-92.0% |
| Participant deferral / active EE | $773 | $4,348-82.2% | $3,963-80.5% | $5,982-87.1% |
| Admin fee / account holder | $168 | $6,501-97.4% | $5,611-97.0% | $11,246-98.5% |