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 | $21,797 | $127,065-82.8% | $113,168-80.7% | $142,382-84.7% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 7.49% | 24.03%-16.5pp | 24.27%-16.8pp | 217.08%-209.6pp |
| Employer contribution / active EE | $2,280 | $3,442-33.8% | $2,975-23.4% | $4,299-47.0% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,107-100.0% | $6,507-100.0% |
| Admin fee / account holder | $218 | $15,736-98.6% | $12,068-98.2% | $12,624-98.3% |