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 | $42,122 | $107,334-60.8% | $92,893-54.7% | $152,861-72.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 1.38% | 145.58%-144.2pp | 109.41%-108.0pp | 345.32%-343.9pp |
| Employer contribution / active EE | $771 | $4,221-81.7% | $3,653-78.9% | $4,762-83.8% |
| Participant deferral / active EE | $1,723 | $4,845-64.4% | $4,236-59.3% | $5,850-70.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |