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 | $21,540 | $127,065-83.0% | $113,168-81.0% | $142,382-84.9% |
| Participation rate | 89.5% | 79.2%+10.3pp | 76.6%+12.9pp | 80.1%+9.4pp |
| Annual return | 2.48% | 24.03%-21.6pp | 24.27%-21.8pp | 217.08%-214.6pp |
| Employer contribution / active EE | $1,200 | $3,442-65.1% | $2,975-59.7% | $4,299-72.1% |
| Participant deferral / active EE | $3,182 | $5,716-44.3% | $5,107-37.7% | $6,507-51.1% |
| Admin fee / account holder | $192 | $15,736-98.8% | $12,068-98.4% | $12,624-98.5% |