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 | $58,052 | $124,319-53.3% | $111,297-47.8% | $167,490-65.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.28% | 37.44%-29.2pp | 54.65%-46.4pp | 478.56%-470.3pp |
| Employer contribution / active EE | $1,746 | $3,435-49.2% | $2,731-36.1% | $4,837-63.9% |
| Participant deferral / active EE | $1,773 | $5,180-65.8% | $4,487-60.5% | $6,341-72.0% |
| Admin fee / account holder | $74 | $10,618-99.3% | $7,964-99.1% | $12,309-99.4% |