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 | $34,042 | $76,552-55.5% | $123,892-72.5% | $62,891-45.9% |
| Participation rate | 91.3% | 73.0%+18.3pp | 81.4%+9.9pp | 69.3%+22.0pp |
| Annual return | 4.70% | 18.68%-14.0pp | 47.52%-42.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,727 | $2,883-5.4% | $4,617-40.9% | $2,281+19.6% |
| Participant deferral / active EE | $4,369 | $4,840-9.7% | $5,984-27.0% | $3,203+36.4% |
| Admin fee / account holder | $179 | $4,826-96.3% | $8,357-97.9% | $4,296-95.8% |