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 | $20,568 | $37,426-45.0% | $77,482-73.5% | $79,858-74.2% |
| Participation rate | 91.1% | 41.5%+49.6pp | 54.2%+36.9pp | 69.6%+21.4pp |
| Annual return | 6.79% | 39.70%-32.9pp | 54.79%-48.0pp | 31.71%-24.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $178 | $2,504-92.9% | $2,858-93.8% | $5,306-96.6% |