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 | $53,105 | $123,793-57.1% | $177,821-70.1% | $79,858-33.5% |
| Participation rate | 96.9% | 84.7%+12.2pp | 87.7%+9.2pp | 69.6%+27.2pp |
| Annual return | 2.95% | 22.82%-19.9pp | 48.32%-45.4pp | 31.71%-28.8pp |
| Employer contribution / active EE | $1,875 | $4,095-54.2% | $5,918-68.3% | $2,471-24.1% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $296 | $7,243-95.9% | $12,427-97.6% | $5,306-94.4% |