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 | $17,944 | $46,553-61.5% | $64,056-72.0% | $75,163-76.1% |
| Participation rate | 86.2% | 65.9%+20.3pp | 72.3%+13.9pp | 67.2%+19.0pp |
| Annual return | 5.77% | 26.03%-20.3pp | 33.69%-27.9pp | 160.62%-154.8pp |
| Employer contribution / active EE | $5,501 | $1,974+178.7% | $2,747+100.3% | $2,670+106.0% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $173 | $2,952-94.1% | $3,068-94.4% | $5,651-96.9% |