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 | $25,885 | $99,020-73.9% | $86,590-70.1% | $147,584-82.5% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 5.61% | 1312.34%-1306.7pp | 964.84%-959.2pp | 578.55%-572.9pp |
| Employer contribution / active EE | $8,948 | $3,132+185.7% | $2,839+215.1% | $4,876+83.5% |
| Participant deferral / active EE | $7,066 | $3,972+77.9% | $3,609+95.8% | $5,439+29.9% |
| Admin fee / account holder | $51 | $5,710-99.1% | $4,906-99.0% | $10,885-99.5% |