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 | $30,173 | $110,257-72.6% | $96,544-68.7% | $139,434-78.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 6.35% | 26.32%-20.0pp | 25.84%-19.5pp | 372.94%-366.6pp |
| Employer contribution / active EE | $1,956 | $3,620-46.0% | $2,965-34.0% | $4,751-58.8% |
| Participant deferral / active EE | $1,956 | $5,548-64.7% | $4,851-59.7% | $6,710-70.9% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |