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 | $27,282 | $65,041-58.1% | $90,951-70.0% | $79,858-65.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 9.24% | 30.45%-21.2pp | 134.60%-125.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $356 | $1,247-71.4% | $2,122-83.2% | $2,471-85.6% |
| Participant deferral / active EE | $2,730 | $2,512+8.7% | $3,373-19.1% | $3,740-27.0% |
| Admin fee / account holder | $27 | $4,536-99.4% | $5,959-99.5% | $5,306-99.5% |