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 | $32,195 | $60,349-46.7% | $74,183-56.6% | $62,891-48.8% |
| Participation rate | 96.7% | 72.7%+23.9pp | 76.6%+20.0pp | 69.3%+27.4pp |
| Annual return | 3.72% | 21.37%-17.7pp | 17.74%-14.0pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,651 | $1,680-1.7% | $2,370-30.3% | $2,281-27.6% |
| Participant deferral / active EE | $2,722 | $2,856-4.7% | $3,550-23.3% | $3,203-15.0% |
| Admin fee / account holder | $150 | $4,261-96.5% | $5,586-97.3% | $4,296-96.5% |