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 | $14,606 | $39,122-62.7% | $57,179-74.5% | $62,891-76.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.39% | 9.23%-8.8pp | 14.59%-14.2pp | 20.14%-19.8pp |
| Employer contribution / active EE | $2,894 | $1,874+54.4% | $2,682+7.9% | $2,281+26.9% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $99 | $2,592-96.2% | $3,139-96.8% | $4,296-97.7% |