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 | $42,549 | $73,933-42.4% | $96,683-56.0% | $75,163-43.4% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+29.0pp |
| Annual return | 6.82% | 26.70%-19.9pp | 35.69%-28.9pp | 160.62%-153.8pp |
| Employer contribution / active EE | $2,010 | $2,928-31.3% | $3,737-46.2% | $2,670-24.7% |
| Participant deferral / active EE | $4,300 | $3,659+17.5% | $4,878-11.8% | $4,125+4.2% |
| Admin fee / account holder | $292 | $5,216-94.4% | $6,730-95.7% | $5,651-94.8% |