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 | $31,830 | $181,894-82.5% | $156,549-79.7% | $273,961-88.4% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 2.62% | 30.74%-28.1pp | 32.23%-29.6pp | 41.45%-38.8pp |
| Employer contribution / active EE | $9,507 | $6,248+52.2% | $5,501+72.8% | $4,869+95.3% |
| Participant deferral / active EE | $2,389 | $5,550-57.0% | $4,871-51.0% | $5,287-54.8% |
| Admin fee / account holder | $262 | $15,559-98.3% | $13,027-98.0% | $10,132-97.4% |