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 | $22,165 | $60,124-63.1% | $90,404-75.5% | $79,858-72.2% |
| Participation rate | 86.8% | 65.0%+21.9pp | 72.7%+14.2pp | 69.6%+17.2pp |
| Annual return | 3.67% | 71.94%-68.3pp | 1293.02%-1289.3pp | 31.71%-28.0pp |
| Employer contribution / active EE | $1,447 | $2,068-30.0% | $3,262-55.6% | $2,471-41.4% |
| Participant deferral / active EE | $4,585 | $2,938+56.0% | $3,963+15.7% | $3,740+22.6% |
| Admin fee / account holder | $110 | $3,976-97.2% | $5,611-98.0% | $5,306-97.9% |