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 | $28,958 | $53,127-45.5% | $86,590-66.6% | $70,131-58.7% |
| Participation rate | 85.2% | 65.3%+19.9pp | 73.5%+11.6pp | 69.5%+15.6pp |
| Annual return | 11.29% | 27.66%-16.4pp | 964.84%-953.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,429 | $2,696-9.9% | $3,609-32.7% | $3,332-27.1% |
| Admin fee / account holder | $105 | $3,585-97.1% | $4,906-97.9% | $4,645-97.7% |