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 | $20,642 | $45,035-54.2% | $62,995-67.2% | $70,131-70.6% |
| Participation rate | 95.2% | 69.5%+25.7pp | 74.8%+20.4pp | 69.5%+25.7pp |
| Annual return | 5.87% | 18.76%-12.9pp | 87.57%-81.7pp | 73.14%-67.3pp |
| Employer contribution / active EE | $830 | $2,051-59.5% | $2,759-69.9% | $2,342-64.6% |
| Participant deferral / active EE | $943 | $2,465-61.8% | $3,329-71.7% | $3,332-71.7% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |