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 | $35,521 | $53,777-33.9% | $134,143-73.5% | $79,858-55.5% |
| Participation rate | 97.6% | 58.8%+38.8pp | 72.2%+25.4pp | 69.6%+28.0pp |
| Annual return | -2.22% | 19.01%-21.2pp | 36.33%-38.6pp | 31.71%-33.9pp |
| Employer contribution / active EE | $3,535 | $1,321+167.5% | $3,704-4.6% | $2,471+43.1% |
| Participant deferral / active EE | $4,137 | $2,420+70.9% | $3,499+18.2% | $3,740+10.6% |
| Admin fee / account holder | $63 | $3,984-98.4% | $6,684-99.1% | $5,306-98.8% |