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 | $47,063 | $63,346-25.7% | $92,233-49.0% | $70,131-32.9% |
| Participation rate | 78.8% | 68.7%+10.1pp | 76.5%+2.3pp | 69.5%+9.2pp |
| Annual return | 4.04% | 530.12%-526.1pp | 176.28%-172.2pp | 73.14%-69.1pp |
| Employer contribution / active EE | $805 | $2,471-67.4% | $3,679-78.1% | $2,342-65.6% |
| Participant deferral / active EE | $2,232 | $2,854-21.8% | $3,897-42.7% | $3,332-33.0% |
| Admin fee / account holder | $48 | $3,840-98.8% | $5,194-99.1% | $4,645-99.0% |