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 | $27,413 | $58,577-53.2% | $83,333-67.1% | $64,186-57.3% |
| Participation rate | 81.2% | 72.0%+9.1pp | 77.8%+3.4pp | 69.6%+11.6pp |
| Annual return | -10.75% | 9.65%-20.4pp | 10.63%-21.4pp | 7.63%-18.4pp |
| Employer contribution / active EE | $2,045 | $2,098-2.5% | $3,379-39.5% | $2,381-14.1% |
| Participant deferral / active EE | $5,329 | $4,654+14.5% | $5,565-4.2% | $3,470+53.6% |
| Admin fee / account holder | $135 | $9,275-98.5% | $7,510-98.2% | $4,888-97.2% |