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 | $26,570 | $96,484-72.5% | $75,886-65.0% | $152,861-82.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 3.87% | 33.98%-30.1pp | 30.76%-26.9pp | 345.32%-341.5pp |
| Employer contribution / active EE | $4,012 | $3,309+21.2% | $2,500+60.5% | $4,762-15.7% |
| Participant deferral / active EE | $1,979 | $4,553-56.5% | $3,603-45.1% | $5,850-66.2% |
| Admin fee / account holder | $298 | $8,078-96.3% | $5,418-94.5% | $11,596-97.4% |