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 | $17,987 | $84,233-78.6% | $170,442-89.4% | $70,131-74.4% |
| Participation rate | 92.5% | 70.8%+21.6pp | 83.6%+8.9pp | 69.5%+22.9pp |
| Annual return | 8.53% | 23.06%-14.5pp | 205.93%-197.4pp | 73.14%-64.6pp |
| Employer contribution / active EE | $2,265 | $3,387-33.1% | $5,433-58.3% | $2,342-3.3% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $34 | $5,698-99.4% | $13,880-99.8% | $4,645-99.3% |