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 | $23,738 | $73,515-67.7% | $62,995-62.3% | $147,584-83.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.52% | 175.43%-167.9pp | 87.57%-80.0pp | 578.55%-571.0pp |
| Employer contribution / active EE | $914 | $3,320-72.5% | $2,759-66.9% | $4,876-81.3% |
| Participant deferral / active EE | $1,205 | $4,185-71.2% | $3,329-63.8% | $5,439-77.8% |
| Admin fee / account holder | $136 | $5,953-97.7% | $3,600-96.2% | $10,885-98.7% |