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 | $15,924 | $85,004-81.3% | $76,284-79.1% | $145,959-89.1% |
| Participation rate | 80.0% | 82.9%-2.9pp | 79.2%+0.8pp | 80.3%-0.3pp |
| Annual return | 7.39% | 13.11%-5.7pp | 13.77%-6.4pp | 561.95%-554.6pp |
| Employer contribution / active EE | $5,088 | $5,265-3.4% | $4,585+11.0% | $4,661+9.2% |
| Participant deferral / active EE | $0 | $6,390-100.0% | $5,478-100.0% | $6,689-100.0% |
| Admin fee / account holder | $23 | $5,760-99.6% | $5,131-99.5% | $13,398-99.8% |