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 9-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 | $24,728 | $48,795-49.3% | $65,493-62.2% | $84,808-70.8% |
| Participation rate | 81.0% | 67.0%+14.0pp | 73.1%+7.9pp | 68.3%+12.6pp |
| Annual return | 7.87% | 20.20%-12.3pp | 982.45%-974.6pp | 40.90%-33.0pp |
| Employer contribution / active EE | $651 | $1,930-66.3% | $2,574-74.7% | $2,631-75.3% |
| Participant deferral / active EE | $2,736 | $2,928-6.6% | $3,961-30.9% | $4,212-35.0% |
| Admin fee / account holder | $261 | $3,877-93.3% | $5,028-94.8% | $7,344-96.4% |