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 | $40,735 | $64,348-36.7% | $90,160-54.8% | $70,131-41.9% |
| Participation rate | 75.0% | 70.4%+4.6pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 8.51% | 28.13%-19.6pp | 34.88%-26.4pp | 73.14%-64.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,160 | $4,389-28.0% | $5,288-40.2% | $3,332-5.1% |
| Admin fee / account holder | $201 | $3,944-94.9% | $5,943-96.6% | $4,645-95.7% |