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 | $30,344 | $49,227-38.4% | $70,449-56.9% | $79,858-62.0% |
| Participation rate | 93.8% | 69.2%+24.6pp | 75.1%+18.7pp | 69.6%+24.1pp |
| Annual return | 1.46% | 30.06%-28.6pp | 109.03%-107.6pp | 31.71%-30.3pp |
| Employer contribution / active EE | $3,410 | $2,099+62.4% | $2,737+24.6% | $2,471+38.0% |
| Participant deferral / active EE | $2,400 | $2,768-13.3% | $3,709-35.3% | $3,740-35.8% |
| Admin fee / account holder | $152 | $2,878-94.7% | $3,845-96.1% | $5,306-97.1% |