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 | $31,859 | $111,535-71.4% | $105,223-69.7% | $137,256-76.8% |
| Participation rate | 73.7% | 78.1%-4.4pp | 75.0%-1.4pp | 80.0%-6.3pp |
| Annual return | 1.72% | 237.85%-236.1pp | 180.65%-178.9pp | 220.34%-218.6pp |
| Employer contribution / active EE | $975 | $3,939-75.2% | $3,689-73.6% | $4,156-76.5% |
| Participant deferral / active EE | $1,602 | $5,500-70.9% | $5,072-68.4% | $6,407-75.0% |
| Admin fee / account holder | $251 | $9,721-97.4% | $8,859-97.2% | $12,270-98.0% |