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 | $12,524 | $45,073-72.2% | $69,455-82.0% | $72,985-82.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.87% | 22.65%-17.8pp | 28.97%-24.1pp | 81.00%-76.1pp |
| Employer contribution / active EE | $1,077 | $2,054-47.6% | $2,779-61.3% | $2,440-55.9% |
| Participant deferral / active EE | $1,259 | $2,602-51.6% | $3,535-64.4% | $3,607-65.1% |
| Admin fee / account holder | $244 | $3,056-92.0% | $3,839-93.6% | $5,124-95.2% |