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 | $28,445 | $68,073-58.2% | $76,080-62.6% | $85,850-66.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 79.4%+20.6pp | 69.3%+30.7pp |
| Annual return | 12.23% | 19.42%-7.2pp | 42.50%-30.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $3,141 | $3,209-2.1% | $3,962-20.7% | $2,565+22.5% |
| Participant deferral / active EE | $2,050 | $3,799-46.0% | $4,905-58.2% | $3,952-48.1% |
| Admin fee / account holder | $141 | $3,422-95.9% | $4,883-97.1% | $6,260-97.7% |