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 | $34,038 | $65,409-48.0% | $98,442-65.4% | $85,850-60.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 10.79% | 21.76%-11.0pp | 1492.73%-1481.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $953 | $2,168-56.0% | $2,960-67.8% | $2,565-62.9% |
| Participant deferral / active EE | $2,393 | $3,166-24.4% | $4,276-44.0% | $3,952-39.4% |
| Admin fee / account holder | $259 | $4,593-94.4% | $5,949-95.6% | $6,260-95.9% |