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 | $17,398 | $148,534-88.3% | $135,903-87.2% | $139,434-87.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.51% | 79.19%-73.7pp | 68.23%-62.7pp | 372.94%-367.4pp |
| Employer contribution / active EE | $2,668 | $5,243-49.1% | $4,856-45.1% | $4,751-43.9% |
| Participant deferral / active EE | $6,900 | $8,100-14.8% | $7,758-11.1% | $6,710+2.8% |
| Admin fee / account holder | $121 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |