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 | $18,066 | $100,773-82.1% | $88,946-79.7% | $142,382-87.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 9.90% | 70.18%-60.3pp | 57.82%-47.9pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,833 | $2,918-37.2% | $2,555-28.3% | $4,299-57.4% |
| Participant deferral / active EE | $1,618 | $5,230-69.1% | $4,581-64.7% | $6,507-75.1% |
| Admin fee / account holder | $222 | $9,693-97.7% | $8,261-97.3% | $12,624-98.2% |