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 | $55,226 | $67,606-18.3% | $82,313-32.9% | $70,131-21.3% |
| Participation rate | 78.7% | 72.8%+6.0pp | 76.9%+1.8pp | 69.5%+9.2pp |
| Annual return | 10.33% | 21.57%-11.2pp | 25.88%-15.6pp | 73.14%-62.8pp |
| Employer contribution / active EE | $1,856 | $1,755+5.8% | $2,428-23.6% | $2,342-20.8% |
| Participant deferral / active EE | $4,118 | $2,987+37.9% | $3,706+11.1% | $3,332+23.6% |
| Admin fee / account holder | $112 | $4,512-97.5% | $5,608-98.0% | $4,645-97.6% |