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 | $14,222 | $102,966-86.2% | $90,281-84.2% | $152,861-90.7% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 2.35% | 95.16%-92.8pp | 78.10%-75.7pp | 345.32%-343.0pp |
| Employer contribution / active EE | $1,129 | $3,139-64.0% | $2,854-60.4% | $4,762-76.3% |
| Participant deferral / active EE | $2,220 | $4,281-48.2% | $3,885-42.9% | $5,850-62.1% |
| Admin fee / account holder | $15 | $6,171-99.8% | $5,351-99.7% | $11,596-99.9% |