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 | $18,239 | $99,020-81.6% | $86,590-78.9% | $147,584-87.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 1.58% | 1312.34%-1310.8pp | 964.84%-963.3pp | 578.55%-577.0pp |
| Employer contribution / active EE | $3,413 | $3,132+9.0% | $2,839+20.2% | $4,876-30.0% |
| Participant deferral / active EE | $3,395 | $3,972-14.5% | $3,609-5.9% | $5,439-37.6% |
| Admin fee / account holder | $22 | $5,710-99.6% | $4,906-99.6% | $10,885-99.8% |