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 | $29,561 | $54,541-45.8% | $78,778-62.5% | $70,131-57.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 10.05% | 21.07%-11.0pp | 35.62%-25.6pp | 73.14%-63.1pp |
| Employer contribution / active EE | $2,077 | $1,089+90.8% | $1,986+4.6% | $2,342-11.3% |
| Participant deferral / active EE | $2,110 | $2,210-4.5% | $2,958-28.7% | $3,332-36.7% |
| Admin fee / account holder | $231 | $3,709-93.8% | $5,134-95.5% | $4,645-95.0% |