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 | $20,156 | $90,503-77.7% | $78,689-74.4% | $273,961-92.6% |
| Participation rate | 73.3% | 76.5%-3.2pp | 73.6%-0.2pp | 83.0%-9.7pp |
| Annual return | 1.78% | 75.60%-73.8pp | 62.18%-60.4pp | 41.45%-39.7pp |
| Employer contribution / active EE | $1,094 | $3,176-65.6% | $2,851-61.6% | $4,869-77.5% |
| Participant deferral / active EE | $1,659 | $3,901-57.5% | $3,517-52.8% | $5,287-68.6% |
| Admin fee / account holder | $32 | $5,263-99.4% | $4,510-99.3% | $10,132-99.7% |