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 | $33,949 | $103,376-67.2% | $87,100-61.0% | $152,861-77.8% |
| Participation rate | 72.2% | 79.3%-7.1pp | 76.9%-4.6pp | 82.4%-10.2pp |
| Annual return | 9.93% | 28.10%-18.2pp | 28.19%-18.3pp | 345.32%-335.4pp |
| Employer contribution / active EE | $1,423 | $3,220-55.8% | $2,521-43.6% | $4,762-70.1% |
| Participant deferral / active EE | $1,609 | $4,778-66.3% | $4,049-60.3% | $5,850-72.5% |
| Admin fee / account holder | $30 | $12,205-99.8% | $7,497-99.6% | $11,596-99.7% |