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 | $14,598 | $64,480-77.4% | $81,382-82.1% | $80,856-81.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 6.55% | 16.34%-9.8pp | 24.73%-18.2pp | 35.59%-29.0pp |
| Employer contribution / active EE | $1,112 | $1,978-43.8% | $2,463-54.9% | $2,755-59.7% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,883-100.0% | $4,296-100.0% |
| Admin fee / account holder | $147 | $5,671-97.4% | $5,768-97.5% | $6,918-97.9% |