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 | $19,883 | $49,227-59.6% | $70,449-71.8% | $79,858-75.1% |
| Participation rate | 96.6% | 69.2%+27.4pp | 75.1%+21.5pp | 69.6%+26.9pp |
| Annual return | 5.32% | 30.06%-24.7pp | 109.03%-103.7pp | 31.71%-26.4pp |
| Employer contribution / active EE | $2,886 | $2,099+37.5% | $2,737+5.5% | $2,471+16.8% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $274 | $2,878-90.5% | $3,845-92.9% | $5,306-94.8% |