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 | $23,585 | $59,839-60.6% | $81,983-71.2% | $79,858-70.5% |
| Participation rate | 92.9% | 61.6%+31.2pp | 69.2%+23.6pp | 69.6%+23.2pp |
| Annual return | 6.20% | 17.56%-11.4pp | 41.31%-35.1pp | 31.71%-25.5pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,722 | $2,695-36.1% | $3,722-53.7% | $3,740-54.0% |
| Admin fee / account holder | $120 | $4,287-97.2% | $5,664-97.9% | $5,306-97.7% |