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 | $24,121 | $45,073-46.5% | $69,455-65.3% | $72,985-67.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 3.73% | 22.65%-18.9pp | 28.97%-25.2pp | 81.00%-77.3pp |
| Employer contribution / active EE | $3,066 | $2,054+49.3% | $2,779+10.3% | $2,440+25.6% |
| Participant deferral / active EE | $2,394 | $2,602-8.0% | $3,535-32.3% | $3,607-33.6% |
| Admin fee / account holder | $128 | $3,056-95.8% | $3,839-96.7% | $5,124-97.5% |