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 | $38,969 | $90,503-56.9% | $78,689-50.5% | $273,961-85.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 0.84% | 75.60%-74.8pp | 62.18%-61.3pp | 41.45%-40.6pp |
| Employer contribution / active EE | $1,127 | $3,176-64.5% | $2,851-60.5% | $4,869-76.8% |
| Participant deferral / active EE | $2,587 | $3,901-33.7% | $3,517-26.4% | $5,287-51.1% |
| Admin fee / account holder | $113 | $5,263-97.9% | $4,510-97.5% | $10,132-98.9% |