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 | $33,731 | $81,248-58.5% | $155,509-78.3% | $80,856-58.3% |
| Participation rate | 88.2% | 66.2%+22.0pp | 78.2%+10.0pp | 67.6%+20.6pp |
| Annual return | 9.51% | 33.31%-23.8pp | 64.67%-55.2pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,767 | $3,100-43.0% | $4,672-62.2% | $2,755-35.8% |
| Participant deferral / active EE | $2,033 | $3,452-41.1% | $5,626-63.9% | $4,296-52.7% |
| Admin fee / account holder | $1 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |