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 | $63,835 | $58,828+8.5% | $77,999-18.2% | $62,891+1.5% |
| Participation rate | 82.5% | 71.1%+11.4pp | 75.5%+7.0pp | 69.3%+13.2pp |
| Annual return | 2.61% | 17.16%-14.5pp | 425.96%-423.4pp | 20.14%-17.5pp |
| Employer contribution / active EE | $1,381 | $1,672-17.4% | $2,470-44.1% | $2,281-39.4% |
| Participant deferral / active EE | $2,996 | $2,686+11.5% | $3,497-14.3% | $3,203-6.5% |
| Admin fee / account holder | $104 | $4,393-97.6% | $5,480-98.1% | $4,296-97.6% |