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 5-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 | $23,575 | $81,460-71.1% | $103,333-77.2% | $80,856-70.8% |
| Participation rate | 96.8% | 66.8%+29.9pp | 74.5%+22.3pp | 67.6%+29.1pp |
| Annual return | 6.42% | 25.55%-19.1pp | 24.88%-18.5pp | 35.59%-29.2pp |
| Employer contribution / active EE | $3,904 | $3,105+25.7% | $3,868+0.9% | $2,755+41.7% |
| Participant deferral / active EE | $3,495 | $3,869-9.7% | $5,057-30.9% | $4,296-18.6% |
| Admin fee / account holder | $274 | $6,566-95.8% | $8,355-96.7% | $6,918-96.0% |