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 | $30,752 | $105,998-71.0% | $92,233-66.7% | $147,584-79.2% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.5%+18.0pp | 82.8%+11.6pp |
| Annual return | 5.85% | 50.05%-44.2pp | 176.28%-170.4pp | 578.55%-572.7pp |
| Employer contribution / active EE | $2,778 | $4,333-35.9% | $3,679-24.5% | $4,876-43.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $60 | $6,332-99.1% | $5,194-98.8% | $10,885-99.4% |