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 | $16,329 | $55,706-70.7% | $75,886-78.5% | $72,985-77.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 9.21% | 27.59%-18.4pp | 30.76%-21.6pp | 81.00%-71.8pp |
| Employer contribution / active EE | $1,991 | $1,687+18.0% | $2,500-20.4% | $2,440-18.4% |
| Participant deferral / active EE | $997 | $2,634-62.1% | $3,603-72.3% | $3,607-72.4% |
| Admin fee / account holder | $292 | $3,978-92.7% | $5,418-94.6% | $5,124-94.3% |