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 | $27,985 | $45,035-37.9% | $62,995-55.6% | $70,131-60.1% |
| Participation rate | 98.1% | 69.5%+28.6pp | 74.8%+23.3pp | 69.5%+28.6pp |
| Annual return | 9.43% | 18.76%-9.3pp | 87.57%-78.1pp | 73.14%-63.7pp |
| Employer contribution / active EE | $1,488 | $2,051-27.5% | $2,759-46.1% | $2,342-36.5% |
| Participant deferral / active EE | $903 | $2,465-63.3% | $3,329-72.9% | $3,332-72.9% |
| Admin fee / account holder | $225 | $2,834-92.1% | $3,600-93.7% | $4,645-95.2% |