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 | $43,424 | $87,013-50.1% | $106,213-59.1% | $80,856-46.3% |
| Participation rate | 96.2% | 70.4%+25.7pp | 75.3%+20.9pp | 67.6%+28.5pp |
| Annual return | 8.22% | 17.05%-8.8pp | 116.14%-107.9pp | 35.59%-27.4pp |
| Employer contribution / active EE | $2,378 | $2,395-0.7% | $3,171-25.0% | $2,755-13.7% |
| Participant deferral / active EE | $3,281 | $3,986-17.7% | $5,016-34.6% | $4,296-23.6% |
| Admin fee / account holder | $150 | $8,431-98.2% | $11,033-98.6% | $6,918-97.8% |