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 | $24,645 | $56,114-56.1% | $96,139-74.4% | $85,850-71.3% |
| Participation rate | 88.9% | 56.7%+32.2pp | 68.4%+20.4pp | 69.3%+19.6pp |
| Annual return | 4.82% | 42.30%-37.5pp | 191.94%-187.1pp | 318.53%-313.7pp |
| Employer contribution / active EE | $1,874 | $1,620+15.7% | $2,797-33.0% | $2,565-26.9% |
| Participant deferral / active EE | $2,364 | $2,859-17.3% | $4,349-45.6% | $3,952-40.2% |
| Admin fee / account holder | $248 | $3,768-93.4% | $5,537-95.5% | $6,260-96.0% |