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 | $31,675 | $57,541-45.0% | $95,745-66.9% | $75,163-57.9% |
| Participation rate | 81.8% | 62.5%+19.3pp | 72.3%+9.6pp | 67.2%+14.6pp |
| Annual return | 8.46% | 34.93%-26.5pp | 28.35%-19.9pp | 160.62%-152.2pp |
| Employer contribution / active EE | $2,786 | $1,808+54.1% | $2,835-1.7% | $2,670+4.4% |
| Participant deferral / active EE | $2,547 | $3,074-17.2% | $4,245-40.0% | $4,125-38.3% |
| Admin fee / account holder | $178 | $4,099-95.6% | $5,678-96.9% | $5,651-96.8% |